Texas Yale Capital Corp’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Texas Yale Capital Corp’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 Q3	–	Sell	-7,000	Closed	-$321K	–	438
2023 Q2	$321K	Hold	7,000	–	–	0.02%	358
2023 Q1	$324K	Sell	7,000 -5,000	-42%	-$231K	0.02%	365
2022 Q4	$548K	Sell	12,000 -2,000	-14%	-$90.9K	0.03%	315
2022 Q3	$634K	Hold	14,000	–	–	0.04%	289
2022 Q2	$650K	Sell	14,000 -5,218	-27%	-$245K	0.04%	278
2022 Q1	$919K	Buy	19,218 +13,967	+266%	+$680K	0.05%	253
2021 Q4	$261K	Sell	5,251 -5,656	-52%	-$282K	0.01%	391
2021 Q3	$547K	Buy	+10,907	New	+$548K	0.03%	311

Other funds holding JSCP

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 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 $436M AUM 15.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Texas Yale Capital Corp's JSCP Position: Q3 2023 in Review

Texas Yale Capital Corp sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2023, closing a stake of 7,000 shares — an estimated $321K sold.

Texas Yale Capital Corp first reported a position in JSCP in Q3 2021 and held it in 8 quarters. The position peaked at $919K in Q1 2022. 50 funds tracked by Wall St. Rank hold JSCP as of Q3 2023.

Texas Yale Capital Corp reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2023 after selling out during the quarter.
Texas Yale Capital Corp sold 7,000 JPMorgan Short Duration Core Plus ETF shares in Q3 2023, an estimated $321K.
Texas Yale Capital Corp first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and held it in 8 quarters.
Texas Yale Capital Corp's JPMorgan Short Duration Core Plus ETF position peaked at $919K in Q1 2022.
50 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2023.

Based on Texas Yale Capital Corp's 13F filing for Q3 2023, filed 9 Nov 2023.