Comprehensive Financial Planning’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Comprehensive Financial Planning’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 Q1	–	Sell	-511	Closed	-$24.3K	–	422
2025 Q4	$24.3K	Buy	511 +5	+1%	+$238	0.02%	200
2025 Q3	$24.1K	Buy	506 +6	+1%	+$284	0.02%	202
2025 Q2	$23.7K	Buy	500 +7	+1%	+$329	0.02%	187
2025 Q1	$23.3K	Buy	493 +5	+1%	+$234	0.02%	174
2024 Q4	$22.7K	Buy	+488	New	+$22.9K	0.02%	199

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Comprehensive Financial Planning's JSCP Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q1 2026, closing a stake of 511 shares — an estimated $24.3K sold.

Comprehensive Financial Planning first reported a position in JSCP in Q4 2024 and held it in 5 quarters. The position peaked at $24.3K in Q4 2025. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

Comprehensive Financial Planning reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 511 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $24.3K.
Comprehensive Financial Planning first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and held it in 5 quarters.
Comprehensive Financial Planning's JPMorgan Short Duration Core Plus ETF position peaked at $24.3K in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.