TW
Transform Wealth’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.76M | Buy |
164,368
+46,427
| +39% | +$2.19M | 0.47% | 61 |
|
|
2024
Q4 | $5.52M | Buy |
117,941
+9,574
| +9% | +$448K | 0.31% | 74 |
|
|
2024
Q3 | $5.15M | Sell |
108,367
-1,004
| -0.9% | -$47.7K | 0.34% | 69 |
|
|
2024
Q2 | $5.07M | Buy |
109,371
+1,754
| +2% | +$81.4K | 0.38% | 69 |
|
|
2024
Q1 | $5.01M | Buy |
107,617
+1,781
| +2% | +$82.9K | 0.48% | 69 |
|
|
2023
Q4 | $4.94M | Sell |
105,836
-298
| -0.3% | -$13.9K | 0.48% | 69 |
|
|
2023
Q3 | $4.81M | Buy |
106,134
+1,600
| +2% | +$72.6K | 0.51% | 67 |
|
|
2023
Q2 | $4.79M | Buy |
104,534
+987
| +1% | +$45.2K | 0.43% | 80 |
|
|
2023
Q1 | $4.79M | Sell |
103,547
-26,291
| -20% | -$1.22M | 0.45% | 76 |
|
|
2022
Q4 | $5.94M | Sell |
129,838
-4,331
| -3% | -$198K | 0.67% | 51 |
|
|
2022
Q3 | $6.08M | Sell |
134,169
-57,961
| -30% | -$2.63M | 0.79% | 46 |
|
|
2022
Q2 | $8.92M | Buy |
192,130
+15,337
| +9% | +$712K | 1.33% | 22 |
|
|
2022
Q1 | $8.45M | Buy |
+176,793
| New | +$8.45M | 0.95% | 36 |
|