Waverly Advisors’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 | $6.72M | Sell |
141,598
-3,074
| -2% | -$146K | 0.07% | 249 |
|
|
2025
Q1 | $6.83M | Buy |
144,672
+4,642
| +3% | +$219K | 0.08% | 232 |
|
|
2024
Q4 | $6.53M | Buy |
140,030
+6,009
| +4% | +$280K | 0.1% | 182 |
|
|
2024
Q3 | $6.37M | Buy |
134,021
+7,878
| +6% | +$374K | 0.12% | 164 |
|
|
2024
Q2 | $5.85M | Buy |
126,143
+25,395
| +25% | +$1.18M | 0.11% | 163 |
|
|
2024
Q1 | $4.69M | Buy |
+100,748
| New | +$4.69M | 0.11% | 154 |
|