Wealth Enhancement Advisory Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$8.34M	Buy	181,299 +35,625	+24%	+$1.66M	0.01%	806
2026 Q2	$6.83M	Buy	145,674 +17,950	+14%	+$846K	0.01%	841
2026 Q1	$6.03M	Sell	127,724 -154,135	-55%	-$7.33M	0.01%	808
2025 Q4	$13.4M	Buy	281,859 +9,869	+4%	+$470K	0.02%	597
2025 Q3	$12.9M	Buy	271,990 +12,263	+5%	+$581K	0.02%	568
2025 Q2	$12.2M	Sell	259,727 -1,657,854	-86%	-$77.9M	0.02%	570
2025 Q1	$90.5M	Buy	1,917,581 +116,400	+6%	+$5.46M	0.17%	113
2024 Q4	$84M	Buy	1,801,181 +1,677,459	+1,356%	+$78.7M	0.16%	126
2024 Q3	$5.88M	Sell	123,722 -553,366	-82%	-$26M	0.01%	679
2024 Q2	$31.4M	Buy	+677,088	New	+$31.3M	0.07%	254
2024 Q1	–	Sell	-569,048	Closed	-$26.5M	–	2532
2023 Q4	$26.5M	Buy	569,048 +22,791	+4%	+$1.04M	0.08%	244
2023 Q3	$24.8M	Buy	+546,257	New	+$24.9M	0.08%	238

Other funds holding JSCP

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Wealth Enhancement Advisory Services's JSCP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 24% in Q3 2026, buying an estimated $1.66M and bringing the position to 181,299 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #806.

Wealth Enhancement Advisory Services first reported a position in JSCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $90.5M in Q1 2025. 9 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

Wealth Enhancement Advisory Services held 181,299 shares of JPMorgan Short Duration Core Plus ETF worth $8.34M as of Q3 2026.
Wealth Enhancement Advisory Services bought 35,625 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $1.66M.
JPMorgan Short Duration Core Plus ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #806 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Short Duration Core Plus ETF position peaked at $90.5M in Q1 2025.
9 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.