WMS Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-1,057,969	Closed	-$49.3M	–	149
2024 Q4	$49.3M	Buy	1,057,969 +69,022	+7%	+$3.24M	2.76%	14
2024 Q3	$47M	Buy	988,947 +39,350	+4%	+$1.85M	2.63%	14
2024 Q2	$44.1M	Buy	949,597 +61,777	+7%	+$2.85M	2.82%	15
2024 Q1	$41.3M	Sell	887,820 -104	-0%	-$4.83K	2.83%	14
2023 Q4	$41.3M	Buy	887,924 +23,596	+3%	+$1.08M	3.04%	15
2023 Q3	$39.2M	Sell	864,328 -18,470	-2%	-$843K	3.1%	14
2023 Q2	$40.4M	Buy	882,798 +72,516	+9%	+$3.34M	3.18%	12
2023 Q1	$37.5M	Buy	810,282 +201,132	+33%	+$9.27M	3.28%	10
2022 Q4	$27.8M	Buy	+609,150	New	+$27.7M	2.76%	8

Other funds holding JSCP

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

WMS Partners's JSCP Position: Q1 2025 in Review

WMS Partners sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2025, closing a stake of 1,057,969 shares — an estimated $49.3M sold.

WMS Partners first reported a position in JSCP in Q4 2022 and held it in 9 quarters. The position peaked at $49.3M in Q4 2024. 79 funds tracked by Wall St. Rank hold JSCP as of Q1 2025.

WMS Partners reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,057,969 JPMorgan Short Duration Core Plus ETF shares in Q1 2025, an estimated $49.3M.
WMS Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and held it in 9 quarters.
WMS Partners's JPMorgan Short Duration Core Plus ETF position peaked at $49.3M in Q4 2024.
79 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.