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

Colonial Trust 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 		$33K Sell
701
-7
-1% -$330 ﹤0.01% 419
2026
Q1 		$33.5K Hold
708
– – ﹤0.01% 394
2025
Q4 		$33.7K Buy
708
+440
+164% +$20.9K ﹤0.01% 394
2025
Q3 		$12.8K Hold
268
– – ﹤0.01% 471
2025
Q2 		$12.7K Hold
268
– – ﹤0.01% 482
2025
Q1 		$12.7K Hold
268
– – ﹤0.01% 476
2024
Q4 		$12.5K Hold
268
– – ﹤0.01% 460
2024
Q3 		$12.7K Hold
268
– – ﹤0.01% 506
2024
Q2 		$12.4K Hold
268
– – ﹤0.01% 500
2024
Q1 		$12.5K Buy
268
+30
+13% +$1.39K ﹤0.01% 554
2023
Q4 		$11.1K Hold
238
– – ﹤0.01% 496
2023
Q3 		$10.8K Hold
238
– – ﹤0.01% 504
2023
Q2 		$10.9K Buy
238
+60
+34% +$2.77K ﹤0.01% 514
2023
Q1 		$8.24K Hold
178
– – ﹤0.01% 544
2022
Q4 		$8.13K Buy
+178
New +$8.09K ﹤0.01% 552

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

Colonial Trust Advisors's JSCP Position: Q2 2026 in Review

Colonial Trust Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.99% in Q2 2026, selling an estimated $330 and leaving 701 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Colonial Trust Advisors first reported a position in JSCP in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.7K in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Colonial Trust Advisors held 701 shares of JPMorgan Short Duration Core Plus ETF worth $33K as of Q2 2026.
  • Colonial Trust Advisors sold 7 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $330.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #419 holding.
  • Colonial Trust Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $33.7K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.