2WWM
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21 West Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

21 West Wealth 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
2026
Q2 		$3.62M Sell
76,794
-8,352
-10% -$394K 3.09% 8
2026
Q1 		$4.03M Buy
85,146
+16,820
+25% +$800K 3.74% 7
2025
Q4 		$3.25M Buy
68,326
+3,745
+6% +$178K 2.97% 10
2025
Q3 		$3.07M Buy
64,581
+3,335
+5% +$158K 2.92% 11
2025
Q2 		$2.91M Buy
+61,246
New +$2.88M 2.93% 9

Other funds holding JSCP

JP Morgan Chase
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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AC
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

21 West Wealth Management's JSCP Position: Q2 2026 in Review

21 West Wealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 9.8% in Q2 2026, selling an estimated $394K and leaving 76,794 shares worth $3.62M. The position accounts for 3.09% of the portfolio, ranked #8.

21 West Wealth Management first reported a position in JSCP in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • 21 West Wealth Management held 76,794 shares of JPMorgan Short Duration Core Plus ETF worth $3.62M as of Q2 2026.
  • 21 West Wealth Management sold 8,352 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $394K.
  • JPMorgan Short Duration Core Plus ETF made up 3.09% of 21 West Wealth Management's portfolio in Q2 2026, its #8 holding.
  • 21 West Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2025 and has held it in 5 quarters since.
  • 21 West Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $4.03M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.