CSP
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Cary Street Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Cary Street Partners’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 		$4.85M Sell
102,898
-6,782
-6% -$320K 0.11% 202
2026
Q1 		$5.19M Buy
109,680
+55,142
+101% +$2.62M 0.13% 172
2025
Q4 		$2.59M Buy
54,538
+45,629
+512% +$2.17M 0.06% 293
2025
Q3 		$424K Buy
+8,909
New +$422K 0.01% 613

Other funds holding JSCP

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Cary Street Partners's JSCP Position: Q2 2026 in Review

Cary Street Partners reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 6.2% in Q2 2026, selling an estimated $320K and leaving 102,898 shares worth $4.85M. The position accounts for 0.11% of the portfolio, ranked #202.

Cary Street Partners first reported a position in JSCP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.19M in Q1 2026. 14 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Cary Street Partners held 102,898 shares of JPMorgan Short Duration Core Plus ETF worth $4.85M as of Q2 2026.
  • Cary Street Partners sold 6,782 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $320K.
  • JPMorgan Short Duration Core Plus ETF made up 0.11% of Cary Street Partners's portfolio in Q2 2026, its #202 holding.
  • Cary Street Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • Cary Street Partners's JPMorgan Short Duration Core Plus ETF position peaked at $5.19M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.