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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
Q3 		$6.83M Buy
148,475
+26,017
+21% +$1.22M 4.14% 6
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

RWA
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Boyce & Associates Wealth Consulting's JSCP Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 21% in Q3 2026, buying an estimated $1.22M and bringing the position to 148,475 shares worth $6.83M. The position accounts for 4.14% of the portfolio, ranked #6.

Boyce & Associates Wealth Consulting first reported a position in JSCP in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 148,475 shares of JPMorgan Short Duration Core Plus ETF worth $6.83M as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 26,017 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $1.22M.
  • JPMorgan Short Duration Core Plus ETF made up 4.14% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #6 holding.
  • Boyce & Associates Wealth Consulting first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.