SW
SkyOak Wealth’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
226,657
+11,567
| +5% | +$549K | 2.16% | 9 |
|
|
2025
Q1 | $10.2M | Buy |
215,090
+20,524
| +11% | +$969K | 2.22% | 9 |
|
|
2024
Q4 | $9.07M | Buy |
194,566
+63,692
| +49% | +$2.97M | 1.94% | 9 |
|
|
2024
Q3 | $6.22M | Buy |
130,874
+25,796
| +25% | +$1.23M | 1.38% | 18 |
|
|
2024
Q2 | $4.87M | Buy |
105,078
+22,022
| +27% | +$1.02M | 1.14% | 22 |
|
|
2024
Q1 | $3.86M | Buy |
83,056
+54,155
| +187% | +$2.52M | 0.92% | 29 |
|
|
2023
Q4 | $1.35M | Buy |
+28,901
| New | +$1.35M | 0.35% | 63 |
|