Tradition Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Tradition Wealth 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	$2.66M	Sell	56,257 -3,264	-5%	-$155K	0.19%	111
2025 Q4	$2.83M	Sell	59,521 -403	-0.7%	-$19.2K	0.2%	103
2025 Q3	$2.85M	Sell	59,924 -8,361	-12%	-$396K	0.21%	96
2025 Q2	$3.24M	Sell	68,285 -739	-1%	-$34.7K	0.26%	84
2025 Q1	$3.26M	Sell	69,024 -16,870	-20%	-$791K	0.29%	77
2024 Q4	$4.01M	Sell	85,894 -3,133	-4%	-$147K	0.35%	69
2024 Q3	$4.23M	Buy	89,027 +139	+0.2%	+$6.54K	0.38%	65
2024 Q2	$4.12M	Sell	88,888 -177,879	-67%	-$8.22M	0.4%	63
2024 Q1	$12.4M	Buy	266,767 +13,868	+5%	+$643K	1.26%	21
2023 Q4	$11.8M	Buy	252,899 +38,967	+18%	+$1.78M	1.23%	20
2023 Q3	$9.7M	Sell	213,932 -9,869	-4%	-$450K	1.16%	20
2023 Q2	$10.3M	Sell	223,801 -23,083	-9%	-$1.06M	1.2%	18
2023 Q1	$11.4M	Buy	246,884 +3,737	+2%	+$172K	1.42%	16
2022 Q4	$11.1M	Sell	243,147 -50,235	-17%	-$2.28M	1.57%	15
2022 Q3	$13.3M	Buy	293,382 +1,790	+0.6%	+$83K	2%	8
2022 Q2	$13.5M	Buy	291,592 +40,865	+16%	+$1.92M	1.97%	8
2022 Q1	$12M	Buy	250,727 +245,282	+4,505%	+$11.9M	1.53%	13
2021 Q4	$271K	Buy	+5,445	New	+$272K	0.03%	258

Other funds holding JSCP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $2.28B AUM 14.87% 1-Year Est. Return

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

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

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Tradition Wealth Management's JSCP Position: Q1 2026 in Review

Tradition Wealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 5.5% in Q1 2026, selling an estimated $155K and leaving 56,257 shares worth $2.66M. The position accounts for 0.19% of the portfolio, ranked #111.

Tradition Wealth Management first reported a position in JSCP in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.5M in Q2 2022. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

Tradition Wealth Management held 56,257 shares of JPMorgan Short Duration Core Plus ETF worth $2.66M as of Q1 2026.
Tradition Wealth Management sold 3,264 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $155K.
JPMorgan Short Duration Core Plus ETF made up 0.19% of Tradition Wealth Management's portfolio in Q1 2026, its #111 holding.
Tradition Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and has held it in 18 quarters since.
Tradition Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $13.5M in Q2 2022.
124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.