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Scissortail Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Scissortail Wealth Management’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
Q1 		– Sell
-27,924
Closed -$1.3M – 170
2023
Q4 		$1.3M Buy
+27,924
New +$1.27M 0.41% 56

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
HighTower Advisors
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Scissortail Wealth Management's JSCP Position: Q1 2024 in Review

Scissortail Wealth Management sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2024, closing a stake of 27,924 shares — an estimated $1.3M sold.

Scissortail Wealth Management first reported a position in JSCP in Q4 2023 and held it in 1 quarter. The position peaked at $1.3M in Q4 2023. 53 funds tracked by Wall St. Rank hold JSCP as of Q1 2024.

  • Scissortail Wealth Management reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 27,924 JPMorgan Short Duration Core Plus ETF shares in Q1 2024, an estimated $1.3M.
  • Scissortail Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and held it in 1 quarter.
  • Scissortail Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.3M in Q4 2023.
  • 53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.