21 West Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

21 West Wealth Management’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
2026 Q2	$3.62M	Sell	76,794 -8,352	-10%	-$394K	3.09%	8
2026 Q1	$4.03M	Buy	85,146 +16,820	+25%	+$800K	3.74%	7
2025 Q4	$3.25M	Buy	68,326 +3,745	+6%	+$178K	2.97%	10
2025 Q3	$3.07M	Buy	64,581 +3,335	+5%	+$158K	2.92%	11
2025 Q2	$2.91M	Buy	+61,246	New	+$2.88M	2.93%	9

Other funds holding JSCP

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return