Bellevue Asset Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Bellevue Asset 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	$3.93M	Sell	83,297 -11,099	-12%	-$523K	1.81%	14
2026 Q1	$4.46M	Buy	94,396 +1,236	+1%	+$58.8K	2.23%	11
2025 Q4	$4.43M	Sell	93,160 -267	-0.3%	-$12.7K	1.43%	12
2025 Q3	$4.45M	Buy	93,427 +8,511	+10%	+$403K	2.05%	12
2025 Q2	$4.03M	Buy	+84,916	New	+$3.99M	1.96%	12

Other funds holding JSCP

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Bellevue Asset Management's JSCP Position: Q2 2026 in Review

Bellevue Asset Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 12% in Q2 2026, selling an estimated $523K and leaving 83,297 shares worth $3.93M. The position accounts for 1.81% of the portfolio, ranked #14.

Bellevue Asset Management first reported a position in JSCP in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.46M in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Bellevue Asset Management held 83,297 shares of JPMorgan Short Duration Core Plus ETF worth $3.93M as of Q2 2026.
Bellevue Asset Management sold 11,099 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $523K.
JPMorgan Short Duration Core Plus ETF made up 1.81% of Bellevue Asset Management's portfolio in Q2 2026, its #14 holding.
Bellevue Asset Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2025 and has held it in 5 quarters since.
Bellevue Asset Management's JPMorgan Short Duration Core Plus ETF position peaked at $4.46M in Q1 2026.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

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