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Position history for WAWaverly Advisors, LLC's holdings in JPMORGAN SHORT DURATION CORE PLUS ETF

Waverly Advisors, LLC holds 133,923 shares of JSCP (JPMORGAN SHORT DURATION CORE PLUS ETF), worth $6.3M as of 2026-Q2. The position was decreased (-4.4% shares). JSCP represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$6.3M

Current Shares

133,923

Total Value Change

-$54,898

Total Shares Change

-98

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
133,923
-4.4%
$6.3M0.0%$46.80
0
2026-Q1
Decreased
140,150
-1.9%
$6.6M0.0%$46.43
0
2025-Q4
Increased
142,884
+0.8%
$6.8M0.1%$46.35
27
2025-Q3
Increased
141,715
+0.1%
$6.7M0.1%$45.73
27
2025-Q2
Decreased
141,598
-2.1%
$6.7M0.1%$45.04
0
2025-Q1
Increased
144,672
+3.3%
$6.8M0.1%$44.27
28
2024-Q4
Increased
140,030
+4.5%
$6.5M0.1%$43.38
34
2024-Q3
Increased
134,021
+6.3%
$6.4M0.1%$43.51
35

Other major holders of JSCP: JPMORGAN CHASE & CO, EP Wealth Advisors, LLC

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