Summit Wealth Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
8,058
| – | – | 0.07% | 155 |
|
|
2025
Q1 | $380K | Hold |
8,058
| – | – | 0.08% | 148 |
|
|
2024
Q4 | $376K | Sell |
8,058
-1,925
| -19% | -$89.8K | 0.08% | 146 |
|
|
2024
Q3 | $474K | Hold |
9,983
| – | – | 0.09% | 139 |
|
|
2024
Q2 | $463K | Buy |
9,983
+850
| +9% | +$39.4K | 0.1% | 141 |
|
|
2024
Q1 | $425K | Buy |
+9,133
| New | +$425K | 0.09% | 141 |
|