Ameritas Advisory Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Ameritas Advisory Services’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	$990K	Buy	+20,925	New	+$995K	0.04%	380
2025 Q3	–	Sell	-69	Closed	-$3.27K	–	2552
2025 Q2	$3.27K	Buy	+69	New	+$3.24K	﹤0.01%	2369
2024 Q1	–	Sell	-32,794	Closed	-$1.53M	–	897
2023 Q4	$1.53M	Buy	32,794 +4,898	+18%	+$223K	0.08%	209
2023 Q3	$1.27M	Buy	+27,896	New	+$1.27M	0.06%	288
2023 Q2	–	Sell	-28,847	Closed	-$1.33M	–	1620
2023 Q1	$1.33M	Sell	28,847 -35	-0.1%	-$1.61K	0.07%	263
2022 Q4	$1.32M	Sell	28,882 -153	-0.5%	-$6.96K	0.06%	283
2022 Q3	$1.32M	Sell	29,035 -77	-0.3%	-$3.57K	0.08%	238
2022 Q2	$1.35M	Buy	+29,112	New	+$1.37M	0.08%	244

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

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return