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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
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

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
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
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Apella Capital's JSCP Position: Q2 2026 in Review

Apella Capital reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 3.6% in Q2 2026, selling an estimated $740K and leaving 414,958 shares worth $19.5M. The position accounts for 0.28% of the portfolio, ranked #74.

Apella Capital first reported a position in JSCP in Q3 2025 and has held it in 4 quarters since. The position peaked at $22M in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Apella Capital held 414,958 shares of JPMorgan Short Duration Core Plus ETF worth $19.5M as of Q2 2026.
  • Apella Capital sold 15,698 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $740K.
  • JPMorgan Short Duration Core Plus ETF made up 0.28% of Apella Capital's portfolio in Q2 2026, its #74 holding.
  • Apella Capital first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's JPMorgan Short Duration Core Plus ETF position peaked at $22M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.