SWM
JSCP icon

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

Spire 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
2022
Q1 		– Sell
-6,106
Closed -$304K – 2706
2021
Q4 		$304K Buy
+6,106
New +$305K 0.01% 894

Other funds holding JSCP

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Spire Wealth Management's JSCP Position: Q1 2022 in Review

Spire Wealth Management sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2022, closing a stake of 6,106 shares — an estimated $304K sold.

Spire Wealth Management first reported a position in JSCP in Q4 2021 and held it in 1 quarter. The position peaked at $304K in Q4 2021. 35 funds tracked by Wall St. Rank hold JSCP as of Q1 2022.

  • Spire Wealth Management reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 6,106 JPMorgan Short Duration Core Plus ETF shares in Q1 2022, an estimated $304K.
  • Spire Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $304K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.