Clearstead Trust’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-1,288	Closed	-$61.3K	–	1271
2025 Q3	$61.3K	Hold	1,288	–	–	0.01%	293
2025 Q2	$61.1K	Hold	1,288	–	–	0.01%	288
2025 Q1	$60.8K	Hold	1,288	–	–	0.01%	256
2024 Q4	$60.1K	Hold	1,288	–	–	0.01%	246
2024 Q3	$61.2K	Hold	1,288	–	–	0.01%	226
2024 Q2	$59.7K	Hold	1,288	–	–	0.01%	223
2024 Q1	$59.9K	Hold	1,288	–	–	0.02%	225
2023 Q4	$60K	Hold	1,288	–	–	0.02%	227
2023 Q3	$58.4K	Hold	1,288	–	–	0.02%	211
2023 Q2	$59K	Hold	1,288	–	–	0.02%	201
2023 Q1	$59.6K	Hold	1,288	–	–	0.02%	207
2022 Q4	$59K	Sell	1,288 -1,161	-47%	-$52.8K	0.02%	223
2022 Q3	$111K	Buy	+2,449	New	+$114K	0.04%	175

Other funds holding JSCP

EP Wealth Advisors Torrance, California $20.3B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return