Tobias Financial Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Tobias Financial Advisors’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	–	Sell	-73,404	Closed	-$3.33M	–	100
2023 Q3	$3.33M	Sell	73,404 -11,840	-14%	-$540K	0.87%	30
2023 Q2	$3.9M	Sell	85,244 -12,199	-13%	-$562K	1.05%	29
2023 Q1	$4.51M	Sell	97,443 -23,339	-19%	-$1.08M	1.32%	23
2022 Q4	$5.52M	Sell	120,782 -56,930	-32%	-$2.59M	1.81%	15
2022 Q3	$8.05M	Sell	177,712 -24,045	-12%	-$1.12M	2.84%	12
2022 Q2	$9.37M	Buy	201,757 +172,471	+589%	+$8.11M	3.15%	9
2022 Q1	$1.4M	Buy	+29,286	New	+$1.43M	0.48%	40

Other funds holding JSCP

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Tobias Financial Advisors's JSCP Position: Q4 2023 in Review

Tobias Financial Advisors sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2023, closing a stake of 73,404 shares — an estimated $3.33M sold.

Tobias Financial Advisors first reported a position in JSCP in Q1 2022 and held it in 7 quarters. The position peaked at $9.37M in Q2 2022. 53 funds tracked by Wall St. Rank hold JSCP as of Q4 2023.

Tobias Financial Advisors reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2023 after selling out during the quarter.
Tobias Financial Advisors sold 73,404 JPMorgan Short Duration Core Plus ETF shares in Q4 2023, an estimated $3.33M.
Tobias Financial Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and held it in 7 quarters.
Tobias Financial Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $9.37M in Q2 2022.
53 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2023.

Based on Tobias Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.