Wealth Enhancement Advisory Services
JSCP icon

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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EWA
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
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return