Gradient Capital Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Gradient Capital 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 Q2	$211K	Buy	4,478 +183	+4%	+$8.63K	0.05%	171
2026 Q1	$203K	Sell	4,295 -614	-13%	-$29.2K	0.05%	174
2025 Q4	$233K	Hold	4,909	–	–	0.06%	158
2025 Q3	$234K	Hold	4,909	–	–	0.06%	151
2025 Q2	$233K	Buy	4,909 +212	+5%	+$9.97K	0.07%	147
2025 Q1	$222K	Hold	4,697	–	–	0.07%	152
2024 Q4	$219K	Buy	+4,697	New	+$220K	0.07%	147
2023 Q3	–	Sell	-6,160	Closed	-$282K	–	140
2023 Q2	$282K	Hold	6,160	–	–	0.11%	123
2023 Q1	$285K	Hold	6,160	–	–	0.12%	114
2022 Q4	$282K	Hold	6,160	–	–	0.13%	111
2022 Q3	$279K	Hold	6,160	–	–	0.13%	104
2022 Q2	$286K	Buy	+6,160	New	+$290K	0.14%	99

Other funds holding JSCP

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 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

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return