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Beaumont Financial Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Beaumont Financial 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 		$236K Sell
5,007
-134
-3% -$6.32K 0.02% 341
2026
Q1 		$243K Sell
5,141
-34,532
-87% -$1.64M 0.02% 326
2025
Q4 		$1.89M Buy
39,673
+163
+0.4% +$7.76K 0.12% 103
2025
Q3 		$1.88M Buy
39,510
+166
+0.4% +$7.87K 0.13% 101
2025
Q2 		$1.87M Sell
39,344
-747
-2% -$35.1K 0.14% 97
2025
Q1 		$1.89M Sell
40,091
-1,850
-4% -$86.8K 0.15% 94
2024
Q4 		$1.96M Buy
+41,941
New +$1.97M 0.15% 93

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

Beaumont Financial Advisors's JSCP Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2.6% in Q2 2026, selling an estimated $6.32K and leaving 5,007 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #341.

Beaumont Financial Advisors first reported a position in JSCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Beaumont Financial Advisors held 5,007 shares of JPMorgan Short Duration Core Plus ETF worth $236K as of Q2 2026.
  • Beaumont Financial Advisors sold 134 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $6.32K.
  • JPMorgan Short Duration Core Plus ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #341 holding.
  • Beaumont Financial Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and has held it in 7 quarters since.
  • Beaumont Financial Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $1.96M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.