5th Street Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

5th Street Advisors’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 Q1	$18.2M	Buy	385,613 +17,793	+5%	+$846K	7.91%	3
2025 Q4	$17.5M	Sell	367,820 -1,924	-0.5%	-$91.6K	8.17%	3
2025 Q3	$17.6M	Sell	369,744 -4,962	-1%	-$235K	8.72%	3
2025 Q2	$17.8M	Sell	374,706 -54,934	-13%	-$2.58M	8.83%	3
2025 Q1	$20.3M	Buy	429,640 +3,923	+0.9%	+$184K	9.78%	2
2024 Q4	$19.9M	Buy	425,717 +10,164	+2%	+$477K	10.32%	2
2024 Q3	$19.7M	Sell	415,553 -48,079	-10%	-$2.26M	9.61%	2
2024 Q2	$21.5M	Buy	463,632 +12,425	+3%	+$574K	11.24%	2
2024 Q1	$21M	Buy	451,207 +71,364	+19%	+$3.31M	11.9%	2
2023 Q4	$17.7M	Sell	379,843 -10,144	-3%	-$463K	10.95%	2
2023 Q3	$17.7M	Buy	+389,987	New	+$17.8M	11.68%	2

Other funds holding JSCP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return