PTP
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Platform Technology Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Platform Technology Partners’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
2024
Q4 		– Sell
-125,470
Closed -$5.96M – 227
2024
Q3 		$5.96M Buy
125,470
+31,247
+33% +$1.47M 1.87% 8
2024
Q2 		$4.37M Buy
+94,223
New +$4.35M 1.5% 11
2023
Q4 		$3.23M Buy
69,670
+42,276
+154% +$1.93M 1.25% 15
2023
Q3 		$1.24M Buy
27,394
+1,155
+4% +$52.7K 0.58% 51
2023
Q2 		$1.2M Buy
26,239
+2,888
+12% +$133K 0.56% 54
2023
Q1 		$1.08M Sell
23,351
-367
-2% -$16.9K 0.53% 56
2022
Q4 		$1.08M Sell
23,718
-952
-4% -$43.3K 0.56% 58
2022
Q3 		$1.12M Buy
24,670
+8,278
+51% +$384K 0.64% 45
2022
Q2 		$761K Buy
16,392
+285
+2% +$13.4K 0.42% 66
2022
Q1 		$770K Buy
16,107
+9,965
+162% +$485K 0.37% 70
2021
Q4 		$305K Buy
+6,142
New +$306K 0.13% 163

Other funds holding JSCP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

Platform Technology Partners's JSCP Position: Q4 2024 in Review

Platform Technology Partners sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2024, closing a stake of 125,470 shares — an estimated $5.96M sold.

Platform Technology Partners first reported a position in JSCP in Q4 2021 and held it in 11 quarters. The position peaked at $5.96M in Q3 2024. 77 funds tracked by Wall St. Rank hold JSCP as of Q4 2024.

  • Platform Technology Partners reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2024 after selling out during the quarter.
  • Platform Technology Partners sold 125,470 JPMorgan Short Duration Core Plus ETF shares in Q4 2024, an estimated $5.96M.
  • Platform Technology Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and held it in 11 quarters.
  • Platform Technology Partners's JPMorgan Short Duration Core Plus ETF position peaked at $5.96M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2024.

Based on Platform Technology Partners's 13F filing for Q4 2024, filed 28 Jan 2025.