MAI Capital Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

MAI Capital 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	$5.49M	Buy	115,995 +28,155	+32%	+$1.34M	0.03%	383
2025 Q4	$4.18M	Buy	87,840 +24,532	+39%	+$1.17M	0.02%	435
2025 Q3	$3.01M	Buy	63,308 +3,649	+6%	+$173K	0.02%	458
2025 Q2	$2.83M	Sell	59,659 -3,595	-6%	-$169K	0.02%	426
2025 Q1	$2.99M	Sell	63,254 -242	-0.4%	-$11.3K	0.02%	409
2024 Q4	$2.96M	Sell	63,496 -11,527	-15%	-$540K	0.02%	413
2024 Q3	$3.57M	Buy	75,023 +44,070	+142%	+$2.07M	0.03%	301
2024 Q2	$1.44M	Buy	30,953 +8,572	+38%	+$396K	0.01%	496
2024 Q1	$1.04M	Buy	+22,381	New	+$1.04M	0.01%	568

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