SkyOak Wealth, LLC JSCP Holdings History

Number of Shares
215,090.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
2.22%
Total Estimate Gain
$153,229.59
% of Total Estimate Gain
1.53%

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 %

Top Ranked Articles

  • 1