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WR Wealth Planners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

WR Wealth Planners’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
2024
Q4 		$9.42K Hold
202
– – ﹤0.01% 601
2024
Q3 		$9.6K Hold
202
– – ﹤0.01% 636
2024
Q2 		$9.37K Hold
202
– – ﹤0.01% 603
2024
Q1 		$9.4K Buy
+202
New +$9.37K ﹤0.01% 613
2023
Q4 		– Sell
-202
Closed -$9.16K – 540
2023
Q3 		$9.16K Buy
+202
New +$9.22K ﹤0.01% 589

Other funds holding JSCP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

WR Wealth Planners's JSCP Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan Short Duration Core Plus ETF (JSCP) position steady in Q4 2024 at 202 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

WR Wealth Planners first reported a position in JSCP in Q3 2023 and has held it in 5 quarters since. The position peaked at $9.6K in Q3 2024. 77 funds tracked by Wall St. Rank hold JSCP as of Q4 2024.

  • WR Wealth Planners held 202 shares of JPMorgan Short Duration Core Plus ETF worth $9.42K as of Q4 2024.
  • WR Wealth Planners left its JPMorgan Short Duration Core Plus ETF share count unchanged in Q4 2024.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #601 holding.
  • WR Wealth Planners first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's JPMorgan Short Duration Core Plus ETF position peaked at $9.6K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.