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Apella Capital’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Apella Capital’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
Q3 		$13.1M Sell
284,305
-130,653
-31% -$6.1M 0.17% 108
2026
Q2 		$19.5M Sell
414,958
-15,698
-4% -$740K 0.28% 74
2026
Q1 		$20.4M Sell
430,656
-32,202
-7% -$1.53M 0.3% 71
2025
Q4 		$22M Buy
462,858
+13,019
+3% +$620K 0.44% 52
2025
Q3 		$21.4M Buy
+449,839
New +$21.3M 0.48% 49

Other funds holding JSCP

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Apella Capital's JSCP Position: Q3 2026 in Review

Apella Capital reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 31% in Q3 2026, selling an estimated $6.1M and leaving 284,305 shares worth $13.1M. The position accounts for 0.17% of the portfolio, ranked #108.

Apella Capital first reported a position in JSCP in Q3 2025 and has held it in 5 quarters since. The position peaked at $22M in Q4 2025. 6 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

  • Apella Capital held 284,305 shares of JPMorgan Short Duration Core Plus ETF worth $13.1M as of Q3 2026.
  • Apella Capital sold 130,653 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $6.1M.
  • JPMorgan Short Duration Core Plus ETF made up 0.17% of Apella Capital's portfolio in Q3 2026, its #108 holding.
  • Apella Capital first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's JPMorgan Short Duration Core Plus ETF position peaked at $22M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.