CWM
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Centricity Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Centricity Wealth Management’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
Q2 		$24.9K Hold
525
– – 0.02% 236
2025
Q1 		$24.8K Hold
525
– – 0.02% 233
2024
Q4 		$24.5K Buy
+525
New +$24.6K 0.02% 231

Other funds holding JSCP

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 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
RWA
Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Centricity Wealth Management's JSCP Position: Q2 2025 in Review

Centricity Wealth Management held its JPMorgan Short Duration Core Plus ETF (JSCP) position steady in Q2 2025 at 525 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #236.

Centricity Wealth Management first reported a position in JSCP in Q4 2024 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold JSCP as of Q2 2025.

  • Centricity Wealth Management held 525 shares of JPMorgan Short Duration Core Plus ETF worth $24.9K as of Q2 2025.
  • Centricity Wealth Management left its JPMorgan Short Duration Core Plus ETF share count unchanged in Q2 2025.
  • JPMorgan Short Duration Core Plus ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #236 holding.
  • Centricity Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.