DADC
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D.A. Davidson & Co’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

D.A. Davidson & Co’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 		$1.42M Sell
30,100
-3,040
-9% -$145K 0.01% 812
2025
Q4 		$1.58M Sell
33,140
-20,073
-38% -$955K 0.01% 744
2025
Q3 		$2.53M Sell
53,213
-2,820
-5% -$134K 0.02% 572
2025
Q2 		$2.66M Sell
56,033
-1,303
-2% -$61.3K 0.02% 523
2025
Q1 		$2.71M Sell
57,336
-415
-0.7% -$19.5K 0.02% 488
2024
Q4 		$2.69M Sell
57,751
-1,792
-3% -$84K 0.02% 475
2024
Q3 		$2.83M Buy
59,543
+2,862
+5% +$135K 0.02% 464
2024
Q2 		$2.63M Buy
56,681
+1,269
+2% +$58.6K 0.02% 459
2024
Q1 		$2.58M Buy
55,412
+11,337
+26% +$526K 0.02% 462
2023
Q4 		$2.05M Sell
44,075
-448
-1% -$20.4K 0.02% 502
2023
Q3 		$2.02M Buy
44,523
+3,795
+9% +$173K 0.02% 477
2023
Q2 		$1.87M Buy
40,728
+3,774
+10% +$174K 0.02% 500
2023
Q1 		$1.71M Buy
36,954
+4,243
+13% +$196K 0.02% 500
2022
Q4 		$1.49M Buy
32,711
+2,473
+8% +$112K 0.02% 515
2022
Q3 		$1.37M Buy
30,238
+1,540
+5% +$71.4K 0.02% 496
2022
Q2 		$1.33M Buy
28,698
+1,553
+6% +$73K 0.02% 525
2022
Q1 		$1.3M Buy
27,145
+16,172
+147% +$788K 0.01% 569
2021
Q4 		$546K Buy
+10,973
New +$547K 0.01% 848

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EWA
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
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
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