Peregrine Asset Advisers’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Peregrine Asset Advisers’s Portfolio JSCP Stock Details JSCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,600	Closed	-$210K	–	68
2022 Q4	$210K	Hold	4,600	–	–	0.22%	54
2022 Q3	$208K	Hold	4,600	–	–	0.25%	55
2022 Q2	$214K	Hold	4,600	–	–	0.16%	75
2022 Q1	$220K	Hold	4,600	–	–	0.11%	99
2021 Q4	$229K	Hold	4,600	–	–	0.09%	115
2021 Q3	$231K	Hold	4,600	–	–	0.12%	113
2021 Q2	$231K	Buy	+4,600	New	+$231K	0.11%	113

Other funds holding JSCP

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Peregrine Asset Advisers's JSCP Position: Q1 2023 in Review

Peregrine Asset Advisers sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2023, closing a stake of 4,600 shares — an estimated $210K sold.

Peregrine Asset Advisers first reported a position in JSCP in Q2 2021 and held it in 7 quarters. The position peaked at $231K in Q3 2021. 46 funds tracked by Wall St. Rank hold JSCP as of Q1 2023.

Peregrine Asset Advisers reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2023 after selling out during the quarter.
Peregrine Asset Advisers sold 4,600 JPMorgan Short Duration Core Plus ETF shares in Q1 2023, an estimated $210K.
Peregrine Asset Advisers first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2021 and held it in 7 quarters.
Peregrine Asset Advisers's JPMorgan Short Duration Core Plus ETF position peaked at $231K in Q3 2021.
46 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2023.

Based on Peregrine Asset Advisers's 13F filing for Q1 2023, filed 9 May 2023.