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Allworth Financial’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Allworth Financial’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 		– Sell
-248,537
Closed -$11.8M – 5293
2026
Q1 		$11.8M Buy
248,537
+15,310
+7% +$728K 0.05% 230
2025
Q4 		$11.1M Buy
+233,227
New +$11.1M 0.05% 226

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

Allworth Financial's JSCP Position: Q2 2026 in Review

Allworth Financial sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2026, closing a stake of 248,537 shares — an estimated $11.8M sold.

Allworth Financial first reported a position in JSCP in Q4 2025 and held it in 2 quarters. The position peaked at $11.8M in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Allworth Financial reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 248,537 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $11.8M.
  • Allworth Financial first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's JPMorgan Short Duration Core Plus ETF position peaked at $11.8M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.