EP Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

EP Wealth 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	$105M	Buy	2,219,401 +81,241	+4%	+$3.86M	0.52%	31
2025 Q4	$102M	Buy	+2,138,160	New	+$102M	0.53%	33
2025 Q2	$88.4M	Buy	1,863,913 +610,119	+49%	+$28.7M	0.58%	34
2025 Q1	$59.2M	Buy	1,253,794 +23,991	+2%	+$1.13M	0.47%	43
2024 Q4	$57.3M	Buy	1,229,803 +76,862	+7%	+$3.6M	0.47%	48
2024 Q3	$54.8M	Buy	1,152,941 +70,136	+6%	+$3.3M	0.47%	51
2024 Q2	$50.2M	Buy	1,082,805 +133,570	+14%	+$6.17M	0.53%	47
2024 Q1	$44.2M	Buy	949,235 +69,998	+8%	+$3.25M	0.52%	51
2023 Q4	$40.9M	Buy	879,237 +68,678	+8%	+$3.13M	0.52%	52
2023 Q3	$36.8M	Buy	810,559 +797,748	+6,227%	+$36.4M	0.57%	44
2023 Q2	$33.2M	Sell	12,811 -101,048	-89%	-$4.66M	0.48%	53
2023 Q1	$5.73M	Sell	113,859 -381,734	-77%	-$17.6M	0.1%	122
2022 Q4	$22.6M	Buy	495,593 +77,656	+19%	+$3.53M	0.41%	59
2022 Q3	$18.9M	Sell	417,937 -151,028	-27%	-$7.01M	0.43%	57
2022 Q2	$26.4M	Buy	568,965 +47,188	+9%	+$2.22M	0.6%	47
2022 Q1	$24.9M	Buy	+521,777	New	+$25.4M	0.55%	49

Other funds holding JSCP

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

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

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