AWE
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Avidian Wealth Enterprises’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.12M Buy
24,331
+2,932
+14% +$137K 0.03% 312
2026
Q2 		$1.01M Buy
21,399
+12,426
+138% +$586K 0.03% 318
2026
Q1 		$424K Buy
+8,973
New +$427K 0.01% 470

Other funds holding JSCP

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Avidian Wealth Enterprises's JSCP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 14% in Q3 2026, buying an estimated $137K and bringing the position to 24,331 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #312.

Avidian Wealth Enterprises first reported a position in JSCP in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

  • Avidian Wealth Enterprises held 24,331 shares of JPMorgan Short Duration Core Plus ETF worth $1.12M as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,932 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $137K.
  • JPMorgan Short Duration Core Plus ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #312 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2026 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.