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Curry Webb Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Curry Webb Wealth Management’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 		$2.8M Sell
59,320
-2,157
-4% -$102K 1.16% 22
2026
Q1 		$2.91M Sell
61,477
-4,770
-7% -$227K 1.37% 18
2025
Q4 		$3.15M Buy
+66,247
New +$3.15M 1.56% 20

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

Curry Webb Wealth Management's JSCP Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 3.5% in Q2 2026, selling an estimated $102K and leaving 59,320 shares worth $2.8M. The position accounts for 1.16% of the portfolio, ranked #22.

Curry Webb Wealth Management first reported a position in JSCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.15M in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Curry Webb Wealth Management held 59,320 shares of JPMorgan Short Duration Core Plus ETF worth $2.8M as of Q2 2026.
  • Curry Webb Wealth Management sold 2,157 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $102K.
  • JPMorgan Short Duration Core Plus ETF made up 1.16% of Curry Webb Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Curry Webb Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2025 and has held it in 3 quarters since.
  • Curry Webb Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $3.15M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.