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

BCGM Wealth Management’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	$412K	Buy	8,748 +430	+5%	+$20.3K	0.09%	123
2026 Q1	$393K	Sell	8,318 -2,464	-23%	-$117K	0.1%	122
2025 Q4	$513K	Sell	10,782 -15,886	-60%	-$756K	0.13%	110
2025 Q3	$1.27M	Buy	26,668 +471	+2%	+$22.3K	0.33%	71
2025 Q2	$1.24M	Buy	26,197 +3,799	+17%	+$179K	0.35%	70
2025 Q1	$1.06M	Buy	22,398 +2,152	+11%	+$101K	0.32%	72
2024 Q4	$944K	Buy	+20,246	New	+$949K	0.3%	75

Other funds holding JSCP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return

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

BCGM Wealth Management's JSCP Position: Q2 2026 in Review

BCGM Wealth Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 5.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 8,748 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #123.

BCGM Wealth Management first reported a position in JSCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

BCGM Wealth Management held 8,748 shares of JPMorgan Short Duration Core Plus ETF worth $412K as of Q2 2026.
BCGM Wealth Management bought 430 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $20.3K.
JPMorgan Short Duration Core Plus ETF made up 0.09% of BCGM Wealth Management's portfolio in Q2 2026, its #123 holding.
BCGM Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and has held it in 7 quarters since.
BCGM Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.27M in Q3 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.