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Bridgewealth Advisory Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Bridgewealth Advisory Group’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 		$18.3M Buy
387,797
+15,308
+4% +$722K 3.45% 8
2026
Q1 		$17.6M Buy
372,489
+18,094
+5% +$860K 3.65% 8
2025
Q4 		$16.9M Buy
354,395
+50,050
+16% +$2.38M 3.72% 8
2025
Q3 		$14.5M Buy
304,345
+7,165
+2% +$340K 3.36% 8
2025
Q2 		$14.1M Buy
297,180
+277,698
+1,425% +$13.1M 3.58% 7
2025
Q1 		$920K Sell
19,482
-278,565
-93% -$13.1M 1.21% 26
2024
Q4 		$13.9M Buy
298,047
+32,569
+12% +$1.53M 3.94% 7
2024
Q3 		$12.6M Buy
265,478
+31,581
+14% +$1.49M 4.59% 7
2024
Q2 		$10.9M Buy
233,897
+64,443
+38% +$2.98M 4.81% 6
2024
Q1 		$7.88M Buy
169,454
+83,623
+97% +$3.88M 3.86% 8
2023
Q4 		$4M Buy
+85,831
New +$3.92M 3.06% 8

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bridgewealth Advisory Group's JSCP Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 4.1% in Q2 2026, buying an estimated $722K and bringing the position to 387,797 shares worth $18.3M. The position accounts for 3.45% of the portfolio, ranked #8.

Bridgewealth Advisory Group first reported a position in JSCP in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Bridgewealth Advisory Group held 387,797 shares of JPMorgan Short Duration Core Plus ETF worth $18.3M as of Q2 2026.
  • Bridgewealth Advisory Group bought 15,308 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $722K.
  • JPMorgan Short Duration Core Plus ETF made up 3.45% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Bridgewealth Advisory Group first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.