Waverly Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Waverly 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
2026 Q1	$6.63M	Sell	140,150 -2,734	-2%	-$130K	0.05%	343
2025 Q4	$6.8M	Buy	142,884 +1,169	+0.8%	+$55.6K	0.06%	312
2025 Q3	$6.75M	Buy	141,715 +117	+0.1%	+$5.55K	0.07%	270
2025 Q2	$6.72M	Sell	141,598 -3,074	-2%	-$145K	0.07%	249
2025 Q1	$6.83M	Buy	144,672 +4,642	+3%	+$218K	0.08%	232
2024 Q4	$6.53M	Buy	140,030 +6,009	+4%	+$282K	0.1%	182
2024 Q3	$6.37M	Buy	134,021 +7,878	+6%	+$370K	0.12%	164
2024 Q2	$5.85M	Buy	126,143 +25,395	+25%	+$1.17M	0.11%	163
2024 Q1	$4.69M	Buy	+100,748	New	+$4.67M	0.11%	154

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