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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

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 $45.5B AUM 21.01% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $231M 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
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 $93.1B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return