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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

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 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
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Clearstead Trust's JSCP Position: Q4 2025 in Review

Clearstead Trust sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2025, closing a stake of 1,288 shares — an estimated $61.3K sold.

Clearstead Trust first reported a position in JSCP in Q3 2022 and held it in 13 quarters. The position peaked at $111K in Q3 2022. 107 funds tracked by Wall St. Rank hold JSCP as of Q4 2025.

  • Clearstead Trust reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 1,288 JPMorgan Short Duration Core Plus ETF shares in Q4 2025, an estimated $61.3K.
  • Clearstead Trust first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2022 and held it in 13 quarters.
  • Clearstead Trust's JPMorgan Short Duration Core Plus ETF position peaked at $111K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.