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Leo Wealth LLC’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Leo Wealth LLC’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
Q1 		$357K Buy
7,551
+82
+1% +$3.9K 0.03% 322
2025
Q4 		$355K Buy
+7,469
New +$355K 0.03% 317
2025
Q3 		– Sell
-7,303
Closed -$346K – 349
2025
Q2 		$346K Buy
+7,303
New +$343K 0.03% 284
2025
Q1 		– Sell
-4,827
Closed -$225K – 332
2024
Q4 		$225K Hold
4,827
– – 0.02% 325
2024
Q3 		$229K Buy
+4,827
New +$227K 0.02% 315

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Leo Wealth LLC's JSCP Position: Q1 2026 in Review

Leo Wealth LLC increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 1.1% in Q1 2026, buying an estimated $3.9K and bringing the position to 7,551 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #322.

Leo Wealth LLC first reported a position in JSCP in Q3 2024 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Leo Wealth LLC held 7,551 shares of JPMorgan Short Duration Core Plus ETF worth $357K as of Q1 2026.
  • Leo Wealth LLC bought 82 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $3.9K.
  • JPMorgan Short Duration Core Plus ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #322 holding.
  • Leo Wealth LLC first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2024 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.