CAPTRUST Financial Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

CAPTRUST Financial Advisors’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	$3.52M	Sell	74,686 -69	-0.1%	-$3.25K	0.01%	985
2026 Q1	$3.54M	Sell	74,755 -1,216	-2%	-$57.8K	0.01%	923
2025 Q4	$3.61M	Buy	75,971 +9,123	+14%	+$434K	0.01%	799
2025 Q3	$3.18M	Buy	66,848 +2,216	+3%	+$105K	0.01%	816
2025 Q2	$3.07M	Sell	64,632 -510	-0.8%	-$24K	0.01%	787
2025 Q1	$3.08M	Sell	65,142 -2,535	-4%	-$119K	0.01%	735
2024 Q4	$3.16M	Buy	67,677 +62,964	+1,336%	+$2.95M	0.01%	691
2024 Q3	$224K	Buy	+4,713	New	+$222K	﹤0.01%	2067
2022 Q3	–	Sell	-3,737	Closed	-$174K	–	3089
2022 Q2	$174K	Sell	3,737 -1,478	-28%	-$69.5K	﹤0.01%	1787
2022 Q1	$249K	Buy	+5,215	New	+$254K	﹤0.01%	1567

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

CAPTRUST Financial Advisors's JSCP Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.09% in Q2 2026, selling an estimated $3.25K and leaving 74,686 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #985.

CAPTRUST Financial Advisors first reported a position in JSCP in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.61M in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

CAPTRUST Financial Advisors held 74,686 shares of JPMorgan Short Duration Core Plus ETF worth $3.52M as of Q2 2026.
CAPTRUST Financial Advisors sold 69 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $3.25K.
JPMorgan Short Duration Core Plus ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #985 holding.
CAPTRUST Financial Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $3.61M in Q4 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.