Vawter Financial’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Vawter Financial’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	$446K	Hold	9,430	–	–	0.19%	69
2025 Q4	$448K	Sell	9,430 -168	-2%	-$7.99K	0.19%	70
2025 Q3	$457K	Buy	+9,598	New	+$455K	0.21%	67
2025 Q2	–	Sell	-10,245	Closed	-$484K	–	69
2025 Q1	$484K	Hold	10,245	–	–	0.27%	55
2024 Q4	$478K	Buy	10,245 +1,895	+23%	+$88.9K	0.29%	51
2024 Q3	$397K	Buy	8,350 +1,620	+24%	+$76.2K	0.24%	60
2024 Q2	$312K	Buy	6,730 +430	+7%	+$19.9K	0.21%	67
2024 Q1	$293K	Hold	6,300	–	–	0.21%	64
2023 Q4	$293K	Hold	6,300	–	–	0.23%	57
2023 Q3	$286K	Hold	6,300	–	–	0.32%	51
2023 Q2	$289K	Buy	6,300 +470	+8%	+$21.7K	0.25%	58
2023 Q1	$270K	Hold	5,830	–	–	0.27%	44
2022 Q4	$266K	Buy	+5,830	New	+$265K	0.31%	42

Other funds holding JSCP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 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

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

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return