Lowe Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Lowe Wealth 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
2025 Q3	$1.16M	Buy	24,291 +575	+2%	+$27.3K	0.42%	27
2025 Q2	$1.13M	Sell	23,716 -1	-0%	-$47	0.44%	23
2025 Q1	$1.12M	Buy	23,717 +1,505	+7%	+$70.6K	0.48%	24
2024 Q4	$1.04M	Sell	22,212 -1,200	-5%	-$56.3K	0.44%	23
2024 Q3	$1.11M	Buy	23,412 +874	+4%	+$41.1K	0.48%	22
2024 Q2	$1.05M	Sell	22,538 -3,777	-14%	-$174K	0.48%	22
2024 Q1	$1.22M	Buy	26,315 +425	+2%	+$19.7K	0.57%	18
2023 Q4	$1.21M	Buy	25,890 +1,195	+5%	+$54.5K	0.6%	18
2023 Q3	$1.12M	Buy	24,695 +2,000	+9%	+$91.3K	0.6%	18
2023 Q2	$1.04M	Buy	22,695 +5,000	+28%	+$230K	0.53%	19
2023 Q1	$819K	Buy	17,695 +2,770	+19%	+$128K	0.44%	20
2022 Q4	$682K	Buy	+14,925	New	+$679K	0.38%	23

Other funds holding JSCP

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 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

Lowe Wealth Advisors's JSCP Position: Q3 2025 in Review

Lowe Wealth Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2.4% in Q3 2025, buying an estimated $27.3K and bringing the position to 24,291 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #27.

Lowe Wealth Advisors first reported a position in JSCP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.22M in Q1 2024. 92 funds tracked by Wall St. Rank hold JSCP as of Q3 2025.

Lowe Wealth Advisors held 24,291 shares of JPMorgan Short Duration Core Plus ETF worth $1.16M as of Q3 2025.
Lowe Wealth Advisors bought 575 JPMorgan Short Duration Core Plus ETF shares in Q3 2025, an estimated $27.3K.
JPMorgan Short Duration Core Plus ETF made up 0.42% of Lowe Wealth Advisors's portfolio in Q3 2025, its #27 holding.
Lowe Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 12 quarters since.
Lowe Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $1.22M in Q1 2024.
92 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.