Lodestar Private Asset Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Lodestar Private Asset Management’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	$1.06M	Buy	22,489 +695	+3%	+$33K	0.1%	95
2025 Q4	$1.04M	Buy	21,794 +1,524	+8%	+$72.5K	0.1%	102
2025 Q3	$965K	Buy	20,270 +1,310	+7%	+$62.1K	0.1%	104
2025 Q2	$899K	Buy	18,960 +119	+0.6%	+$5.59K	0.1%	106
2025 Q1	$889K	Sell	18,841 -57	-0.3%	-$2.67K	0.11%	104
2024 Q4	$881K	Buy	18,898 +670	+4%	+$31.4K	0.11%	106
2024 Q3	$866K	Buy	18,228 +1,062	+6%	+$49.9K	0.11%	109
2024 Q2	$796K	Buy	17,166 +2,361	+16%	+$109K	0.11%	106
2024 Q1	$689K	Sell	14,805 -567	-4%	-$26.3K	0.1%	114
2023 Q4	$716K	Sell	15,372 -2,008	-12%	-$91.6K	0.11%	108
2023 Q3	$788K	Buy	17,380 +5,618	+48%	+$256K	0.14%	100
2023 Q2	$539K	Sell	11,762 -4,869	-29%	-$224K	0.09%	120
2023 Q1	$770K	Sell	16,631 -27,936	-63%	-$1.29M	0.14%	102
2022 Q4	$2.04M	Buy	+44,567	New	+$2.03M	0.39%	58

Other funds holding JSCP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return