CWM
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Capstone Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Capstone Wealth 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 		$1.01M Buy
21,431
+236
+1% +$11.1K 0.76% 21
2026
Q1 		$999K Buy
21,195
+230
+1% +$10.9K 0.85% 20
2025
Q4 		$997K Buy
+20,965
New +$998K 0.87% 22

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 $103B AUM 28.65% 1-Year Est. Return

Capstone Wealth Management's JSCP Position: Q2 2026 in Review

Capstone Wealth Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 21,431 shares worth $1.01M. The position accounts for 0.76% of the portfolio, ranked #21.

Capstone Wealth Management first reported a position in JSCP in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Capstone Wealth Management held 21,431 shares of JPMorgan Short Duration Core Plus ETF worth $1.01M as of Q2 2026.
  • Capstone Wealth Management bought 236 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $11.1K.
  • JPMorgan Short Duration Core Plus ETF made up 0.76% of Capstone Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Capstone Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.