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Capital Analysts LLC’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Capital Analysts LLC’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
2025
Q3 		– Sell
-23
Closed -$1K – 1465
2025
Q2 		$1K Buy
+23
New +$1.08K ﹤0.01% 1355

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Capital Analysts LLC's JSCP Position: Q3 2025 in Review

Capital Analysts LLC sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2025, closing a stake of 23 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in JSCP in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 92 funds tracked by Wall St. Rank hold JSCP as of Q3 2025.

  • Capital Analysts LLC reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 23 JPMorgan Short Duration Core Plus ETF shares in Q3 2025, an estimated $1K.
  • Capital Analysts LLC first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2025 and held it in 1 quarter.
  • Capital Analysts LLC's JPMorgan Short Duration Core Plus ETF position peaked at $1K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.