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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

BCGM Wealth Management's JSCP Position: Q1 2026 in Review

BCGM Wealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 23% in Q1 2026, selling an estimated $117K and leaving 8,318 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #122.

BCGM Wealth Management first reported a position in JSCP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • BCGM Wealth Management held 8,318 shares of JPMorgan Short Duration Core Plus ETF worth $393K as of Q1 2026.
  • BCGM Wealth Management sold 2,464 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $117K.
  • JPMorgan Short Duration Core Plus ETF made up 0.1% of BCGM Wealth Management's portfolio in Q1 2026, its #122 holding.
  • BCGM Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.