Commonwealth Equity Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Commonwealth Equity Services’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	$6.03M	Buy	127,950 +15,515	+14%	+$731K	0.01%	1276
2026 Q1	$5.32M	Buy	112,435 +20,355	+22%	+$968K	0.01%	1279
2025 Q4	$4.38M	Buy	92,080 +43,977	+91%	+$2.09M	0.01%	1415
2025 Q3	$2.29M	Sell	48,103 -13,665	-22%	-$648K	﹤0.01%	1891
2025 Q2	$2.93M	Buy	61,768 +51,799	+520%	+$2.44M	﹤0.01%	1705
2025 Q1	$471K	Buy	9,969 +389	+4%	+$18.2K	﹤0.01%	3070
2024 Q4	$447K	Buy	9,580 +41	+0.4%	+$1.92K	﹤0.01%	3045
2024 Q3	$453K	Buy	9,539 +303	+3%	+$14.2K	﹤0.01%	2968
2024 Q2	$428K	Sell	9,236 -145	-2%	-$6.7K	﹤0.01%	2969
2024 Q1	$437K	Sell	9,381 -51,729	-85%	-$2.4M	﹤0.01%	2939
2023 Q4	$2.85M	Sell	61,110 -105,884	-63%	-$4.83M	0.01%	1467
2023 Q3	$7.58M	Buy	166,994 +5,459	+3%	+$249K	0.02%	809
2023 Q2	$7.4M	Buy	161,535 +7,354	+5%	+$339K	0.02%	832
2023 Q1	$7.13M	Buy	154,181 +13,895	+10%	+$641K	0.02%	835
2022 Q4	$6.41M	Sell	140,286 -1,952	-1%	-$88.8K	0.02%	847
2022 Q3	$6.45M	Sell	142,238 -38,991	-22%	-$1.81M	0.02%	772
2022 Q2	$8.42M	Buy	+181,229	New	+$8.52M	0.02%	652

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

Commonwealth Equity Services's JSCP Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 14% in Q2 2026, buying an estimated $731K and bringing the position to 127,950 shares worth $6.03M. The position accounts for 0.01% of the portfolio, ranked #1276.

Commonwealth Equity Services first reported a position in JSCP in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.42M in Q2 2022. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Commonwealth Equity Services held 127,950 shares of JPMorgan Short Duration Core Plus ETF worth $6.03M as of Q2 2026.
Commonwealth Equity Services bought 15,515 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $731K.
JPMorgan Short Duration Core Plus ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1276 holding.
Commonwealth Equity Services first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2022 and has held it in 17 quarters since.
Commonwealth Equity Services's JPMorgan Short Duration Core Plus ETF position peaked at $8.42M in Q2 2022.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.