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 Q2	$6.31M	Sell	133,923 -6,227	-4%	-$294K	0.04%	385
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 New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 $2.8B AUM 19.11% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Waverly Advisors's JSCP Position: Q2 2026 in Review

Waverly Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 4.4% in Q2 2026, selling an estimated $294K and leaving 133,923 shares worth $6.31M. The position accounts for 0.04% of the portfolio, ranked #385.

Waverly Advisors first reported a position in JSCP in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.83M in Q1 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Waverly Advisors held 133,923 shares of JPMorgan Short Duration Core Plus ETF worth $6.31M as of Q2 2026.
Waverly Advisors sold 6,227 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $294K.
JPMorgan Short Duration Core Plus ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #385 holding.
Waverly Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $6.83M in Q1 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.