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

Clear Point 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 		$1.75M Buy
+37,040
New +$1.75M 1.55% 16
2026
Q1 		– Sell
-46,485
Closed -$2.21M – 112
2025
Q4 		$2.21M Buy
46,485
+8,352
+22% +$397K 1.72% 12
2025
Q3 		$1.82M Buy
+38,133
New +$1.81M 1.41% 16

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 $104B AUM 28.3% 1-Year Est. Return

Clear Point Advisors's JSCP Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q2 2026: 37,040 shares worth $1.75M. The stake represents 1.55% of the portfolio and ranks #16 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JSCP as recently as Q4 2025.

Clear Point Advisors first reported a position in JSCP in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Clear Point Advisors held 37,040 shares of JPMorgan Short Duration Core Plus ETF worth $1.75M as of Q2 2026.
  • JPMorgan Short Duration Core Plus ETF was a new Clear Point Advisors position in Q2 2026.
  • JPMorgan Short Duration Core Plus ETF made up 1.55% of Clear Point Advisors's portfolio in Q2 2026, its #16 holding.
  • Clear Point Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 3 quarters since.
  • Clear Point Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $2.21M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.