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WNY Asset Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

WNY Asset Management’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
Q2 		– Sell
-4,622
Closed -$218K – 231
2025
Q1 		$218K Buy
4,622
+10
+0.2% +$469 0.03% 215
2024
Q4 		$215K Buy
+4,612
New +$216K 0.03% 206

Other funds holding JSCP

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WNY Asset Management's JSCP Position: Q2 2025 in Review

WNY Asset Management sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2025, closing a stake of 4,622 shares — an estimated $218K sold.

WNY Asset Management first reported a position in JSCP in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 91 funds tracked by Wall St. Rank hold JSCP as of Q2 2025.

  • WNY Asset Management reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2025 after selling out during the quarter.
  • WNY Asset Management sold 4,622 JPMorgan Short Duration Core Plus ETF shares in Q2 2025, an estimated $218K.
  • WNY Asset Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and held it in 2 quarters.
  • WNY Asset Management's JPMorgan Short Duration Core Plus ETF position peaked at $218K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2025.

Based on WNY Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.