Tortoise Investment Management’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 | $450K | Hold |
9,485
| – | – | 0.04% | 149 |
|
|
2025
Q1 | $448K | Sell |
9,485
-1,000
| -10% | -$47.2K | 0.05% | 145 |
|
|
2024
Q4 | $489K | Sell |
10,485
-1,165
| -10% | -$54.3K | 0.05% | 149 |
|
|
2024
Q3 | $554K | Sell |
11,650
-2,865
| -20% | -$136K | 0.06% | 142 |
|
|
2024
Q2 | $673K | Sell |
14,515
-9,090
| -39% | -$422K | 0.08% | 131 |
|
|
2024
Q1 | $1.1M | Sell |
23,605
-1,580
| -6% | -$73.5K | 0.13% | 105 |
|
|
2023
Q4 | $1.17M | Sell |
25,185
-705
| -3% | -$32.8K | 0.16% | 96 |
|
|
2023
Q3 | $1.17M | Buy |
25,890
+900
| +4% | +$40.8K | 0.17% | 92 |
|
|
2023
Q2 | $1.14M | Sell |
24,990
-3,462
| -12% | -$159K | 0.17% | 98 |
|
|
2023
Q1 | $1.32M | Sell |
28,452
-5,750
| -17% | -$266K | 0.21% | 86 |
|
|
2022
Q4 | $1.56M | Sell |
34,202
-7,215
| -17% | -$330K | 0.27% | 79 |
|
|
2022
Q3 | $1.88M | Sell |
41,417
-27,839
| -40% | -$1.26M | 0.37% | 66 |
|
|
2022
Q2 | $3.22M | Sell |
69,256
-170,151
| -71% | -$7.9M | 0.63% | 43 |
|
|
2022
Q1 | $11.4M | Sell |
239,407
-40,707
| -15% | -$1.95M | 2.12% | 9 |
|
|
2021
Q4 | $13.9M | Buy |
280,114
+20,954
| +8% | +$1.04M | 2.61% | 9 |
|
|
2021
Q3 | $13M | Buy |
+259,160
| New | +$13M | 2.63% | 8 |
|