Commonwealth Equity Services

Commonwealth Equity Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Commonwealth Equity Services’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	$5.32M	Buy	112,435 +20,355	+22%	+$968K	0.01%	1279
2025 Q4	$4.38M	Buy	92,080 +43,977	+91%	+$2.09M	0.01%	1415
2025 Q3	$2.29M	Sell	48,103 -13,665	-22%	-$648K	﹤0.01%	1891
2025 Q2	$2.93M	Buy	61,768 +51,799	+520%	+$2.44M	﹤0.01%	1705
2025 Q1	$471K	Buy	9,969 +389	+4%	+$18.2K	﹤0.01%	3070
2024 Q4	$447K	Buy	9,580 +41	+0.4%	+$1.92K	﹤0.01%	3045
2024 Q3	$453K	Buy	9,539 +303	+3%	+$14.2K	﹤0.01%	2968
2024 Q2	$428K	Sell	9,236 -145	-2%	-$6.7K	﹤0.01%	2969
2024 Q1	$437K	Sell	9,381 -51,729	-85%	-$2.4M	﹤0.01%	2939
2023 Q4	$2.85M	Sell	61,110 -105,884	-63%	-$4.83M	0.01%	1467
2023 Q3	$7.58M	Buy	166,994 +5,459	+3%	+$249K	0.02%	809
2023 Q2	$7.4M	Buy	161,535 +7,354	+5%	+$339K	0.02%	832
2023 Q1	$7.13K	Buy	154,181 +13,895	+10%	+$641K	0.02%	835
2022 Q4	$6.41M	Sell	140,286 -1,952	-1%	-$88.8K	0.02%	847
2022 Q3	$6.45M	Sell	142,238 -38,991	-22%	-$1.81M	0.02%	772
2022 Q2	$8.42M	Buy	+181,229	New	+$8.52M	0.02%	652

Other funds holding JSCP

JP Morgan Chase

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

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

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

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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