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Boyce & Associates Wealth Consulting’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Boyce & Associates Wealth Consulting’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 		$5.77M Buy
122,458
+3,097
+3% +$146K 4% 7
2026
Q1 		$5.65M Buy
+119,361
New +$5.67M 4.28% 6

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

Boyce & Associates Wealth Consulting's JSCP Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2.6% in Q2 2026, buying an estimated $146K and bringing the position to 122,458 shares worth $5.77M. The position accounts for 4% of the portfolio, ranked #7.

Boyce & Associates Wealth Consulting first reported a position in JSCP in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 122,458 shares of JPMorgan Short Duration Core Plus ETF worth $5.77M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 3,097 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $146K.
  • JPMorgan Short Duration Core Plus ETF made up 4% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #7 holding.
  • Boyce & Associates Wealth Consulting first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.