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Legacy Investment Solutions’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Legacy Investment Solutions’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
Q2 		$294K Buy
+6,205
New +$292K 0.15% 65
2024
Q4 		$501K Sell
10,720
-4,862
-31% -$228K 0.32% 45
2024
Q3 		$729K Buy
+15,582
New +$733K 0.42% 35

Other funds holding JSCP

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Investment Solutions's JSCP Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2025: 6,205 shares worth $294K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JSCP as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JSCP in Q3 2024 and has held it in 3 quarters since. The position peaked at $729K in Q3 2024. 91 funds tracked by Wall St. Rank hold JSCP as of Q2 2025.

  • Legacy Investment Solutions held 6,205 shares of JPMorgan Short Duration Core Plus ETF worth $294K as of Q2 2025.
  • JPMorgan Short Duration Core Plus ETF was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Short Duration Core Plus ETF made up 0.15% of Legacy Investment Solutions's portfolio in Q2 2025, its #65 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's JPMorgan Short Duration Core Plus ETF position peaked at $729K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.