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

Transform Wealth’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
Q1 		$7.76M Buy
164,368
+46,427
+39% +$2.18M 0.47% 61
2024
Q4 		$5.52M Buy
117,941
+9,574
+9% +$449K 0.31% 74
2024
Q3 		$5.15M Sell
108,367
-1,004
-0.9% -$47.2K 0.34% 69
2024
Q2 		$5.07M Buy
109,371
+1,754
+2% +$81K 0.38% 69
2024
Q1 		$5.01M Buy
107,617
+1,781
+2% +$82.6K 0.48% 69
2023
Q4 		$4.94M Sell
105,836
-298
-0.3% -$13.6K 0.48% 69
2023
Q3 		$4.81M Buy
106,134
+1,600
+2% +$73K 0.51% 67
2023
Q2 		$4.79M Buy
104,534
+987
+1% +$45.5K 0.43% 80
2023
Q1 		$4.79M Sell
103,547
-26,291
-20% -$1.21M 0.45% 76
2022
Q4 		$5.94M Sell
129,838
-4,331
-3% -$197K 0.67% 51
2022
Q3 		$6.08M Sell
134,169
-57,961
-30% -$2.69M 0.79% 46
2022
Q2 		$8.92M Buy
192,130
+15,337
+9% +$721K 1.33% 22
2022
Q1 		$8.45M Buy
+176,793
New +$8.61M 0.95% 36

Other funds holding JSCP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Transform Wealth's JSCP Position: Q1 2025 in Review

Transform Wealth increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 39% in Q1 2025, buying an estimated $2.18M and bringing the position to 164,368 shares worth $7.76M. The position accounts for 0.47% of the portfolio, ranked #61.

Transform Wealth first reported a position in JSCP in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.92M in Q2 2022. 79 funds tracked by Wall St. Rank hold JSCP as of Q1 2025.

  • Transform Wealth held 164,368 shares of JPMorgan Short Duration Core Plus ETF worth $7.76M as of Q1 2025.
  • Transform Wealth bought 46,427 JPMorgan Short Duration Core Plus ETF shares in Q1 2025, an estimated $2.18M.
  • JPMorgan Short Duration Core Plus ETF made up 0.47% of Transform Wealth's portfolio in Q1 2025, its #61 holding.
  • Transform Wealth first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and has held it in 13 quarters since.
  • Transform Wealth's JPMorgan Short Duration Core Plus ETF position peaked at $8.92M in Q2 2022.
  • 79 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.