CAPTRUST Financial Advisors
JSCP icon

CAPTRUST Financial Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

CAPTRUST Financial 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 		$3.54M Sell
74,755
-1,216
-2% -$57.8K 0.01% 923
2025
Q4 		$3.61M Buy
75,971
+9,123
+14% +$434K 0.01% 799
2025
Q3 		$3.18M Buy
66,848
+2,216
+3% +$105K 0.01% 816
2025
Q2 		$3.07M Sell
64,632
-510
-0.8% -$24K 0.01% 787
2025
Q1 		$3.08M Sell
65,142
-2,535
-4% -$119K 0.01% 735
2024
Q4 		$3.16M Buy
67,677
+62,964
+1,336% +$2.95M 0.01% 691
2024
Q3 		$224K Buy
+4,713
New +$222K ﹤0.01% 2067
2022
Q3 		– Sell
-3,737
Closed -$174K – 3089
2022
Q2 		$174K Sell
3,737
-1,478
-28% -$69.5K ﹤0.01% 1787
2022
Q1 		$249K Buy
+5,215
New +$254K ﹤0.01% 1567

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EWA
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
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return