UBS Group
JSCP icon

UBS Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

UBS Group’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 		$8.68M Buy
183,567
+53,718
+41% +$2.55M ﹤0.01% 3511
2025
Q4 		$6.18M Buy
129,849
+65,800
+103% +$3.13M ﹤0.01% 3808
2025
Q3 		$3.05M Buy
64,049
+12,436
+24% +$589K ﹤0.01% 4540
2025
Q2 		$2.45M Sell
51,613
-6,055
-10% -$285K ﹤0.01% 4605
2025
Q1 		$2.72M Sell
57,668
-881
-2% -$41.3K ﹤0.01% 4416
2024
Q4 		$2.73M Buy
58,549
+13,153
+29% +$617K ﹤0.01% 4420
2024
Q3 		$2.16M Buy
45,396
+601
+1% +$28.3K ﹤0.01% 3915
2024
Q2 		$2.08M Buy
44,795
+15,285
+52% +$706K ﹤0.01% 3738
2024
Q1 		$1.37M Buy
29,510
+5,222
+22% +$242K ﹤0.01% 4324
2023
Q4 		$1.13M Sell
24,288
-37,732
-61% -$1.72M ﹤0.01% 4392
2023
Q3 		$2.81M Sell
62,020
-106
-0.2% -$4.84K ﹤0.01% 3114
2023
Q2 		$2.85M Buy
62,126
+60,804
+4,599% +$2.8M ﹤0.01% 3176
2023
Q1 		$61.2K Buy
+1,322
New +$61K ﹤0.01% 6291
2022
Q3 		– Sell
-170
Closed -$8K – 10634
2022
Q2 		$8K Buy
+170
New +$7.99K ﹤0.01% 8319
2021
Q4 		– Sell
-102
Closed -$5K – 10478
2021
Q3 		$5K Buy
+102
New +$5.13K ﹤0.01% 8538
2021
Q2 		– Sell
-2,232
Closed -$112K – 9599
2021
Q1 		$112K Buy
+2,232
New +$112K ﹤0.01% 5877

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EWA
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
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return