Bridgewealth Advisory Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Bridgewealth Advisory Group’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	$17.6M	Buy	372,489 +18,094	+5%	+$860K	3.65%	8
2025 Q4	$16.9M	Buy	354,395 +50,050	+16%	+$2.38M	3.72%	8
2025 Q3	$14.5M	Buy	304,345 +7,165	+2%	+$340K	3.36%	8
2025 Q2	$14.1M	Buy	297,180 +277,698	+1,425%	+$13.1M	3.58%	7
2025 Q1	$920K	Sell	19,482 -278,565	-93%	-$13.1M	1.21%	26
2024 Q4	$13.9M	Buy	298,047 +32,569	+12%	+$1.53M	3.94%	7
2024 Q3	$12.6M	Buy	265,478 +31,581	+14%	+$1.49M	4.59%	7
2024 Q2	$10.9M	Buy	233,897 +64,443	+38%	+$2.98M	4.81%	6
2024 Q1	$7.88M	Buy	169,454 +83,623	+97%	+$3.88M	3.86%	8
2023 Q4	$4M	Buy	+85,831	New	+$3.92M	3.06%	8

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