LA
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LexAurum Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

LexAurum 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
Q1 		$839K Buy
+17,732
New +$843K 0.11% 154
2025
Q3 		$1.38M Buy
28,888
+4,477
+18% +$212K 0.2% 98
2025
Q2 		$1.16M Sell
24,411
-149
-0.6% -$7.01K 0.18% 105
2025
Q1 		$1.16M Buy
24,560
+2,420
+11% +$113K 0.22% 91
2024
Q4 		$1.03M Sell
22,140
-3,541
-14% -$166K 0.2% 103
2024
Q3 		$1.22M Buy
25,681
+768
+3% +$36.1K 0.27% 84
2024
Q2 		$1.16M Buy
24,913
+8,791
+55% +$406K 0.28% 80
2024
Q1 		$750K Buy
16,122
+763
+5% +$35.4K 0.19% 114
2023
Q4 		$715K Buy
15,359
+5,453
+55% +$249K 0.19% 118
2023
Q3 		$449K Buy
+9,906
New +$452K 0.13% 155

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 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 $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return