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
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 $1.56T 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

NewEdge Advisors's JSCP Position: Q3 2025 in Review

NewEdge Advisors sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2025, closing a stake of 5,400 shares — an estimated $256K sold.

NewEdge Advisors first reported a position in JSCP in Q4 2023 and held it in 7 quarters. The position peaked at $256K in Q2 2025. 92 funds tracked by Wall St. Rank hold JSCP as of Q3 2025.

NewEdge Advisors reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 5,400 JPMorgan Short Duration Core Plus ETF shares in Q3 2025, an estimated $256K.
NewEdge Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and held it in 7 quarters.
NewEdge Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $256K in Q2 2025.
92 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.