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AIFG Consultants’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

AIFG Consultants’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
Q4 		$956K Buy
20,096
+2,320
+13% +$110K 1.64% 15
2025
Q3 		$846K Buy
17,776
+879
+5% +$41.7K 1.49% 18
2025
Q2 		$802K Buy
16,897
+6,668
+65% +$314K 1.56% 17
2025
Q1 		$483K Buy
10,229
+5,653
+124% +$265K 0.8% 33
2024
Q4 		$213K Buy
+4,576
New +$215K 0.35% 49

Other funds holding JSCP

EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Roberts Wealth Advisors
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
5th Street Advisors
5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

AIFG Consultants's JSCP Position: Q4 2025 in Review

AIFG Consultants increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 13% in Q4 2025, buying an estimated $110K and bringing the position to 20,096 shares worth $956K. The position accounts for 1.64% of the portfolio, ranked #15.

AIFG Consultants first reported a position in JSCP in Q4 2024 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold JSCP as of Q4 2025.

  • AIFG Consultants held 20,096 shares of JPMorgan Short Duration Core Plus ETF worth $956K as of Q4 2025.
  • AIFG Consultants bought 2,320 JPMorgan Short Duration Core Plus ETF shares in Q4 2025, an estimated $110K.
  • JPMorgan Short Duration Core Plus ETF made up 1.64% of AIFG Consultants's portfolio in Q4 2025, its #15 holding.
  • AIFG Consultants first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.