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

NewEdge 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 Q2	$10.1K	Buy	+215	New	+$10.1K	﹤0.01%	3533
2025 Q3	–	Sell	-5,400	Closed	-$256K	–	4176
2025 Q2	$256K	Hold	5,400	–	–	﹤0.01%	2105
2025 Q1	$255K	Hold	5,400	–	–	﹤0.01%	1984
2024 Q4	$252K	Buy	5,400 +201	+4%	+$9.43K	﹤0.01%	1971
2024 Q3	$247K	Hold	5,199	–	–	﹤0.01%	1909
2024 Q2	$241K	Buy	5,199 +246	+5%	+$11.4K	﹤0.01%	1830
2024 Q1	$230K	Hold	4,953	–	–	﹤0.01%	1775
2023 Q4	$230K	Buy	+4,953	New	+$226K	﹤0.01%	1651

Other funds holding JSCP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors's JSCP Position: Q2 2026 in Review

NewEdge Advisors opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2026: 215 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #3533 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in JSCP as recently as Q2 2025.

NewEdge Advisors first reported a position in JSCP in Q4 2023 and has held it in 8 quarters since. The position peaked at $256K in Q2 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

NewEdge Advisors held 215 shares of JPMorgan Short Duration Core Plus ETF worth $10.1K as of Q2 2026.
JPMorgan Short Duration Core Plus ETF was a new NewEdge Advisors position in Q2 2026.
JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3533 holding.
NewEdge Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and has held it in 8 quarters since.
NewEdge Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $256K in Q2 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.