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

CGN 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 		$21M Buy
445,972
+59,233
+15% +$2.79M 1.53% 13
2026
Q1 		$18.3M Buy
386,739
+380,820
+6,434% +$18.1M 1.44% 13
2025
Q4 		$281K Buy
5,919
+123
+2% +$5.85K 0.02% 282
2025
Q3 		$276K Buy
5,796
+268
+5% +$12.7K 0.02% 277
2025
Q2 		$262K Buy
5,528
+922
+20% +$43.4K 0.02% 276
2025
Q1 		$217K Sell
4,606
-1,413
-23% -$66.3K 0.02% 282
2024
Q4 		$281K Buy
6,019
+46
+0.8% +$2.16K 0.03% 259
2024
Q3 		$284K Buy
+5,973
New +$281K 0.03% 248
2022
Q2 		– Sell
-5,815
Closed -$278K – 226
2022
Q1 		$278K Buy
+5,815
New +$283K 0.07% 189

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

CGN Advisors's JSCP Position: Q2 2026 in Review

CGN Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 15% in Q2 2026, buying an estimated $2.79M and bringing the position to 445,972 shares worth $21M. The position accounts for 1.53% of the portfolio, ranked #13.

CGN Advisors first reported a position in JSCP in Q1 2022 and has held it in 9 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • CGN Advisors held 445,972 shares of JPMorgan Short Duration Core Plus ETF worth $21M as of Q2 2026.
  • CGN Advisors bought 59,233 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $2.79M.
  • JPMorgan Short Duration Core Plus ETF made up 1.53% of CGN Advisors's portfolio in Q2 2026, its #13 holding.
  • CGN Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and has held it in 9 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.