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StrategIQ Financial Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

StrategIQ Financial Group’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
Q4 		$3.64M Buy
78,188
+19,622
+34% +$895K 0.41% 55
2023
Q3 		$2.66M Buy
58,566
+26,972
+85% +$1.23M 0.31% 74
2023
Q2 		$1.45M Buy
+31,594
New +$1.46M 0.17% 112

Other funds holding JSCP

WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $508M AUM 19.61% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

StrategIQ Financial Group's JSCP Position: Q4 2023 in Review

StrategIQ Financial Group increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 34% in Q4 2023, buying an estimated $895K and bringing the position to 78,188 shares worth $3.64M. The position accounts for 0.41% of the portfolio, ranked #55.

StrategIQ Financial Group first reported a position in JSCP in Q2 2023 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold JSCP as of Q4 2023.

  • StrategIQ Financial Group held 78,188 shares of JPMorgan Short Duration Core Plus ETF worth $3.64M as of Q4 2023.
  • StrategIQ Financial Group bought 19,622 JPMorgan Short Duration Core Plus ETF shares in Q4 2023, an estimated $895K.
  • JPMorgan Short Duration Core Plus ETF made up 0.41% of StrategIQ Financial Group's portfolio in Q4 2023, its #55 holding.
  • StrategIQ Financial Group first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2023 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.