FWP
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FAS Wealth Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

FAS Wealth Partners’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
Q3 		– Sell
-25,327
Closed -$1.2M – 477
2025
Q2 		$1.2M Buy
25,327
+316
+1% +$14.9K 0.09% 143
2025
Q1 		$1.18M Buy
25,011
+297
+1% +$13.9K 0.1% 138
2024
Q4 		$1.15M Buy
24,714
+292
+1% +$13.7K 0.1% 137
2024
Q3 		$1.16M Buy
24,422
+303
+1% +$14.2K 0.09% 141
2024
Q2 		$1.12M Buy
24,119
+281
+1% +$13K 0.1% 137
2024
Q1 		$1.11M Buy
23,838
+258
+1% +$12K 0.1% 140
2023
Q4 		$1.1M Buy
23,580
+262
+1% +$12K 0.1% 137
2023
Q3 		$1.06M Buy
23,318
+233
+1% +$10.6K 0.11% 133
2023
Q2 		$1.06M Buy
23,085
+229
+1% +$10.6K 0.13% 123
2023
Q1 		$1.06M Buy
22,856
+224
+1% +$10.3K 0.11% 141
2022
Q4 		$1.03M Buy
22,632
+186
+0.8% +$8.46K 0.12% 140
2022
Q3 		$1.02M Buy
22,446
+17,660
+369% +$819K 0.11% 128
2022
Q2 		$222K Buy
4,786
+24
+0.5% +$1.13K 0.02% 259
2022
Q1 		$228K Sell
4,762
-4,000
-46% -$195K 0.02% 259
2021
Q4 		$436K Buy
8,762
+14
+0.2% +$698 0.04% 208
2021
Q3 		$439K Buy
+8,748
New +$440K 0.04% 195

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

FAS Wealth Partners's JSCP Position: Q3 2025 in Review

FAS Wealth Partners sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2025, closing a stake of 25,327 shares — an estimated $1.2M sold.

FAS Wealth Partners first reported a position in JSCP in Q3 2021 and held it in 16 quarters. The position peaked at $1.2M in Q2 2025. 92 funds tracked by Wall St. Rank hold JSCP as of Q3 2025.

  • FAS Wealth Partners reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2025 after selling out during the quarter.
  • FAS Wealth Partners sold 25,327 JPMorgan Short Duration Core Plus ETF shares in Q3 2025, an estimated $1.2M.
  • FAS Wealth Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and held it in 16 quarters.
  • FAS Wealth Partners's JPMorgan Short Duration Core Plus ETF position peaked at $1.2M in Q2 2025.
  • 92 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2025.

Based on FAS Wealth Partners's 13F filing for Q3 2025, filed 29 Oct 2025.