Barnes Pettey Financial Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Barnes Pettey Financial Advisors’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	$1.67M	Buy	35,391 +14,298	+68%	+$674K	0.52%	46
2026 Q1	$998K	Buy	21,093 +5,083	+32%	+$242K	0.43%	53
2025 Q4	$761K	Buy	16,010 +1,596	+11%	+$75.9K	0.38%	60
2025 Q3	$686K	Buy	14,414 +2,807	+24%	+$133K	0.38%	53
2025 Q2	$551K	Buy	+11,607	New	+$546K	0.37%	54

Other funds holding JSCP

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Barnes Pettey Financial Advisors's JSCP Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 68% in Q2 2026, buying an estimated $674K and bringing the position to 35,391 shares worth $1.67M. The position accounts for 0.52% of the portfolio, ranked #46.

Barnes Pettey Financial Advisors first reported a position in JSCP in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Barnes Pettey Financial Advisors held 35,391 shares of JPMorgan Short Duration Core Plus ETF worth $1.67M as of Q2 2026.
Barnes Pettey Financial Advisors bought 14,298 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $674K.
JPMorgan Short Duration Core Plus ETF made up 0.52% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #46 holding.
Barnes Pettey Financial Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.