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D.A. Davidson & Co’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

D.A. Davidson & Co’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 		$1.42M Sell
30,015
-85
-0.3% -$4.01K 0.01% 858
2026
Q1 		$1.42M Sell
30,100
-3,040
-9% -$145K 0.01% 812
2025
Q4 		$1.58M Sell
33,140
-20,073
-38% -$955K 0.01% 744
2025
Q3 		$2.53M Sell
53,213
-2,820
-5% -$134K 0.02% 572
2025
Q2 		$2.66M Sell
56,033
-1,303
-2% -$61.3K 0.02% 523
2025
Q1 		$2.71M Sell
57,336
-415
-0.7% -$19.5K 0.02% 488
2024
Q4 		$2.69M Sell
57,751
-1,792
-3% -$84K 0.02% 475
2024
Q3 		$2.83M Buy
59,543
+2,862
+5% +$135K 0.02% 464
2024
Q2 		$2.63M Buy
56,681
+1,269
+2% +$58.6K 0.02% 459
2024
Q1 		$2.58M Buy
55,412
+11,337
+26% +$526K 0.02% 462
2023
Q4 		$2.05M Sell
44,075
-448
-1% -$20.4K 0.02% 502
2023
Q3 		$2.02M Buy
44,523
+3,795
+9% +$173K 0.02% 477
2023
Q2 		$1.87M Buy
40,728
+3,774
+10% +$174K 0.02% 500
2023
Q1 		$1.71M Buy
36,954
+4,243
+13% +$196K 0.02% 500
2022
Q4 		$1.49M Buy
32,711
+2,473
+8% +$112K 0.02% 515
2022
Q3 		$1.37M Buy
30,238
+1,540
+5% +$71.4K 0.02% 496
2022
Q2 		$1.33M Buy
28,698
+1,553
+6% +$73K 0.02% 525
2022
Q1 		$1.3M Buy
27,145
+16,172
+147% +$788K 0.01% 569
2021
Q4 		$546K Buy
+10,973
New +$547K 0.01% 848

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

D.A. Davidson & Co's JSCP Position: Q2 2026 in Review

D.A. Davidson & Co reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.28% in Q2 2026, selling an estimated $4.01K and leaving 30,015 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #858.

D.A. Davidson & Co first reported a position in JSCP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.83M in Q3 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • D.A. Davidson & Co held 30,015 shares of JPMorgan Short Duration Core Plus ETF worth $1.42M as of Q2 2026.
  • D.A. Davidson & Co sold 85 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $4.01K.
  • JPMorgan Short Duration Core Plus ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #858 holding.
  • D.A. Davidson & Co first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2021 and has held it in 19 quarters since.
  • D.A. Davidson & Co's JPMorgan Short Duration Core Plus ETF position peaked at $2.83M in Q3 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.