Slow Capital’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Slow Capital’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	-16,896	Closed	-$772K	–	175
2022 Q4	$772K	Hold	16,896	–	–	0.17%	117
2022 Q3	$766K	Hold	16,896	–	–	0.17%	122
2022 Q2	$785K	Sell	16,896 -4,488	-21%	-$211K	0.19%	115
2022 Q1	$1.02M	Sell	21,384 -2,200	-9%	-$107K	0.19%	117
2021 Q4	$1.17M	Hold	23,584	–	–	0.2%	122
2021 Q3	$1.18M	Buy	+23,584	New	+$1.19M	0.22%	124

Other funds holding JSCP

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

NCM

Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return

Slow Capital's JSCP Position: Q1 2023 in Review

Slow Capital sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2023, closing a stake of 16,896 shares — an estimated $772K sold.

Slow Capital first reported a position in JSCP in Q3 2021 and held it in 6 quarters. The position peaked at $1.18M in Q3 2021. 46 funds tracked by Wall St. Rank hold JSCP as of Q1 2023.

Slow Capital reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2023 after selling out during the quarter.
Slow Capital sold 16,896 JPMorgan Short Duration Core Plus ETF shares in Q1 2023, an estimated $772K.
Slow Capital first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and held it in 6 quarters.
Slow Capital's JPMorgan Short Duration Core Plus ETF position peaked at $1.18M in Q3 2021.
46 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2023.

Based on Slow Capital's 13F filing for Q1 2023, filed 26 Apr 2023.