SkyOak Wealth, LLC JSCP Holdings History
SkyOak Wealth, LLC's JPMorgan Short Duration Core Plus ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 215,090.00 shares of JPMorgan Short Duration Core Plus ETF(JSCP), totaling $10.15 Mil. This investment constitutes 2.22% of their stock portfolio, and SkyOak Wealth, LLC now holds 1.72% of the outstanding JPMorgan Short Duration Core Plus ETF(JSCP) stock.
The initial trade took place in 2023Q4. And since then SkyOak Wealth, LLC has made 6 purchases of JSCP, at an average price of $46.54, for a total of 215,090.00 shares. Based on historical transaction data and JSCP's current price of $47.25, SkyOak Wealth, LLC's estimated gain on his JSCP holdings is $153,229.59, reflecting a 1.53% gain to date.
SkyOak Wealth, LLC JSCP ($47.25) Holding Chart
SkyOak Wealth, LLC JSCP ($47.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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