Beam Wealth Advisors
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
Q3 		$1.17M Sell
25,452
-1,575
-6% -$73.6K 0.25% 71
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Roberts Wealth Advisors
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
5th Street Advisors
5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return

Beam Wealth Advisors's JSCP Position: Q3 2026 in Review

Beam Wealth Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 5.8% in Q3 2026, selling an estimated $73.6K and leaving 25,452 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #71.

Beam Wealth Advisors first reported a position in JSCP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.82M in Q4 2021. 116 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

  • Beam Wealth Advisors held 25,452 shares of JPMorgan Short Duration Core Plus ETF worth $1.17M as of Q3 2026.
  • Beam Wealth Advisors sold 1,575 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $73.6K.
  • JPMorgan Short Duration Core Plus ETF made up 0.25% of Beam Wealth Advisors's portfolio in Q3 2026, its #71 holding.
  • Beam Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and has held it in 20 quarters since.
  • Beam Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $1.82M in Q4 2021.
  • 116 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.