BWA
JSCP icon

Beam Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Beam Wealth 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 		$1.27M Sell
27,027
-2,248
-8% -$106K 0.28% 68
2026
Q1 		$1.38M Buy
29,275
+219
+0.8% +$10.4K 0.34% 60
2025
Q4 		$1.38M Buy
29,056
+313
+1% +$14.9K 0.38% 58
2025
Q3 		$1.37M Sell
28,743
-1,152
-4% -$54.6K 0.37% 59
2025
Q2 		$1.42M Buy
29,895
+278
+0.9% +$13.1K 0.42% 54
2025
Q1 		$1.4M Buy
29,617
+353
+1% +$16.6K 0.47% 51
2024
Q4 		$1.36M Sell
29,264
-1,388
-5% -$65.1K 0.43% 54
2024
Q3 		$1.46M Buy
30,652
+107
+0.4% +$5.03K 0.44% 45
2024
Q2 		$1.42M Buy
30,545
+355
+1% +$16.4K 0.47% 47
2024
Q1 		$1.4M Buy
30,190
+327
+1% +$15.2K 0.84% 29
2023
Q4 		$1.39M Sell
29,863
-6,040
-17% -$276K 0.88% 30
2023
Q3 		$1.63M Sell
35,903
-3,417
-9% -$156K 1.16% 22
2023
Q2 		$1.8M Buy
39,320
+391
+1% +$18K 1.25% 22
2023
Q1 		$1.8M Buy
38,929
+381
+1% +$17.6K 1.81% 19
2022
Q4 		$1.76M Buy
38,548
+317
+0.8% +$14.4K 1.84% 18
2022
Q3 		$1.73M Buy
38,231
+242
+0.6% +$11.2K 1.93% 14
2022
Q2 		$1.76M Buy
37,989
+189
+0.5% +$8.88K 1.96% 14
2022
Q1 		$1.81M Buy
37,800
+1,152
+3% +$56.1K 2.08% 14
2021
Q4 		$1.82M Buy
+36,648
New +$1.83M 2.09% 14

Other funds holding JSCP

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
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
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beam Wealth Advisors's JSCP Position: Q2 2026 in Review

Beam Wealth Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 7.7% in Q2 2026, selling an estimated $106K and leaving 27,027 shares worth $1.27M. The position accounts for 0.28% of the portfolio, ranked #68.

Beam Wealth Advisors first reported a position in JSCP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2021. 51 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Beam Wealth Advisors held 27,027 shares of JPMorgan Short Duration Core Plus ETF worth $1.27M as of Q2 2026.
  • Beam Wealth Advisors sold 2,248 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $106K.
  • JPMorgan Short Duration Core Plus ETF made up 0.28% of Beam Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Beam Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and has held it in 19 quarters since.
  • Beam Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $1.82M in Q4 2021.
  • 51 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.