Global Retirement Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Global Retirement 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 Q4	$1.25M	Sell	26,227 -5,889	-18%	-$280K	0.02%	590
2025 Q3	$1.53M	Sell	32,116 -1,720	-5%	-$81.5K	0.03%	416
2025 Q2	$1.61M	Buy	+33,836	New	+$1.59M	0.04%	388
2024 Q4	$1.38M	Buy	29,672 +10,707	+56%	+$502K	0.04%	378
2024 Q3	$901K	Buy	18,965 +18,371	+3,093%	+$864K	0.03%	466
2024 Q2	$27.6K	Hold	594	–	–	﹤0.01%	1829
2024 Q1	$27.6K	Hold	594	–	–	﹤0.01%	1672
2023 Q4	$27.7K	Hold	594	–	–	﹤0.01%	1602
2023 Q3	$26.8K	Hold	594	–	–	﹤0.01%	1531
2023 Q2	$27.2K	Buy	594 +4	+0.7%	+$184	﹤0.01%	1541
2023 Q1	$27.4K	Buy	+590	New	+$27.2K	﹤0.01%	1508

Other funds holding JSCP

EP Wealth Advisors Torrance, California $20.3B AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return