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

Colonial Trust 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 		$33.5K Hold
708
– – ﹤0.01% 394
2025
Q4 		$33.7K Buy
708
+440
+164% +$20.9K ﹤0.01% 394
2025
Q3 		$12.8K Hold
268
– – ﹤0.01% 471
2025
Q2 		$12.7K Hold
268
– – ﹤0.01% 482
2025
Q1 		$12.7K Hold
268
– – ﹤0.01% 476
2024
Q4 		$12.5K Hold
268
– – ﹤0.01% 460
2024
Q3 		$12.7K Hold
268
– – ﹤0.01% 506
2024
Q2 		$12.4K Hold
268
– – ﹤0.01% 500
2024
Q1 		$12.5K Buy
268
+30
+13% +$1.39K ﹤0.01% 554
2023
Q4 		$11.1K Hold
238
– – ﹤0.01% 496
2023
Q3 		$10.8K Hold
238
– – ﹤0.01% 504
2023
Q2 		$10.9K Buy
238
+60
+34% +$2.77K ﹤0.01% 514
2023
Q1 		$8.24K Hold
178
– – ﹤0.01% 544
2022
Q4 		$8.13K Buy
+178
New +$8.09K ﹤0.01% 552

Other funds holding JSCP

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EWA
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HWM
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RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
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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