Patriot Financial Group Insurance Agency’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,058
Closed -$374K 507
2024
Q2
$374K Buy
8,058
+94
+1% +$4.36K 0.06% 315
2024
Q1
$371K Buy
7,964
+86
+1% +$4K 0.06% 318
2023
Q4
$367K Buy
+7,878
New +$367K 0.07% 295