WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JSCP Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's JPMorgan Short Duration Core Plus ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 259,727.00 shares of JPMorgan Short Duration Core Plus ETF(JSCP), totaling $12.23 Mil. This investment constitutes 0.02% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 1.9% of the outstanding JPMorgan Short Duration Core Plus ETF(JSCP) stock.
The initial trade took place in 2023Q3. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 5 purchases of JSCP, at an average price of $46.50, for a total of 3.04 Mil shares. In addition, there have been 3 sales at an average price of $46.89 for 2.78 Mil shares. Based on historical transaction data and JSCP's current price of $47.02, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his JSCP holdings is $1.24 Mil, reflecting a 0.88% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JSCP ($47.02) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JSCP ($47.02) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
