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

Concurrent Investment 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 		$281K Buy
5,953
+1,666
+39% +$78.5K ﹤0.01% 1734
2026
Q1 		$203K Buy
+4,287
New +$204K ﹤0.01% 1746

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 $7.88B AUM 10.78% 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

Concurrent Investment Advisors's JSCP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 39% in Q2 2026, buying an estimated $78.5K and bringing the position to 5,953 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Concurrent Investment Advisors first reported a position in JSCP in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Concurrent Investment Advisors held 5,953 shares of JPMorgan Short Duration Core Plus ETF worth $281K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,666 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $78.5K.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1734 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.