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 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

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

Wealth Enhancement Advisory Services's JSCP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 14% in Q2 2026, buying an estimated $846K and bringing the position to 145,674 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #841.

Wealth Enhancement Advisory Services first reported a position in JSCP in Q3 2023 and has held it in 11 quarters since. The position peaked at $90.5M in Q1 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Wealth Enhancement Advisory Services held 145,674 shares of JPMorgan Short Duration Core Plus ETF worth $6.83M as of Q2 2026.
Wealth Enhancement Advisory Services bought 17,950 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $846K.
JPMorgan Short Duration Core Plus ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #841 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Short Duration Core Plus ETF position peaked at $90.5M in Q1 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.