
Wealth Enhancement Advisory Services’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
Q2 | $12.2M | Sell |
259,727
-1,657,854
| -86% | -$78.1M | 0.02% | 569 |
|
2025
Q1 | $90.5M | Buy |
1,917,581
+116,400
| +6% | +$5.5M | 0.17% | 113 |
|
2024
Q4 | $84M | Buy |
1,801,181
+1,677,459
| +1,356% | +$78.2M | 0.16% | 126 |
|
2024
Q3 | $5.88M | Sell |
123,722
-553,366
| -82% | -$26.3M | 0.01% | 678 |
|
2024
Q2 | $31.4M | Buy |
+677,088
| New | +$31.4M | 0.07% | 254 |
|
2024
Q1 | – | Sell |
-569,048
| Closed | -$26.5M | – | 2419 |
|
2023
Q4 | $26.5M | Buy |
569,048
+22,791
| +4% | +$1.06M | 0.08% | 244 |
|
2023
Q3 | $24.8M | Buy |
+546,257
| New | +$24.8M | 0.08% | 238 |
|