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Frederick Financial Consultants’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Frederick Financial Consultants’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
Q4 		– Sell
-24,671
Closed -$1.41M – 110
2025
Q3 		$1.41M Buy
24,671
+906
+4% +$42.9K 0.79% 28
2025
Q2 		$1.13M Buy
23,765
+2,796
+13% +$131K 0.7% 31
2025
Q1 		$990K Buy
+20,969
New +$983K 0.71% 30

Other funds holding JSCP

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 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
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Frederick Financial Consultants's JSCP Position: Q4 2025 in Review

Frederick Financial Consultants sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2025, closing a stake of 24,671 shares — an estimated $1.41M sold.

Frederick Financial Consultants first reported a position in JSCP in Q1 2025 and held it in 3 quarters. The position peaked at $1.41M in Q3 2025. 107 funds tracked by Wall St. Rank hold JSCP as of Q4 2025.

  • Frederick Financial Consultants reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2025 after selling out during the quarter.
  • Frederick Financial Consultants sold 24,671 JPMorgan Short Duration Core Plus ETF shares in Q4 2025, an estimated $1.41M.
  • Frederick Financial Consultants first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and held it in 3 quarters.
  • Frederick Financial Consultants's JPMorgan Short Duration Core Plus ETF position peaked at $1.41M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2025.

Based on Frederick Financial Consultants's 13F filing for Q4 2025, filed 10 Feb 2026.