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Barnes Wealth Management Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Barnes Wealth Management Group’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 		$218K Buy
+4,626
New +$218K 0.1% 183
2026
Q1 		– Sell
-5,414
Closed -$257K – 189
2025
Q4 		$257K Buy
5,414
+232
+4% +$11K 0.14% 145
2025
Q3 		$247K Buy
5,182
+488
+10% +$23.1K 0.14% 146
2025
Q2 		$223K Buy
4,694
+268
+6% +$12.6K 0.13% 144
2025
Q1 		$209K Buy
+4,426
New +$208K 0.13% 150

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

Barnes Wealth Management Group's JSCP Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2026: 4,626 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #183 among its holdings. This is a return to the name: Barnes Wealth Management Group previously reported a position in JSCP as recently as Q4 2025.

Barnes Wealth Management Group first reported a position in JSCP in Q1 2025 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Barnes Wealth Management Group held 4,626 shares of JPMorgan Short Duration Core Plus ETF worth $218K as of Q2 2026.
  • JPMorgan Short Duration Core Plus ETF was a new Barnes Wealth Management Group position in Q2 2026.
  • JPMorgan Short Duration Core Plus ETF made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #183 holding.
  • Barnes Wealth Management Group first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and has held it in 5 quarters since.
  • Barnes Wealth Management Group's JPMorgan Short Duration Core Plus ETF position peaked at $257K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.