EP Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

EP Wealth 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	$102M	Sell	2,173,607 -45,794	-2%	-$2.16M	0.39%	40
2026 Q1	$105M	Buy	2,219,401 +81,241	+4%	+$3.86M	0.52%	31
2025 Q4	$102M	Buy	+2,138,160	New	+$102M	0.53%	33
2025 Q2	$88.4M	Buy	1,863,913 +610,119	+49%	+$28.7M	0.58%	34
2025 Q1	$59.2M	Buy	1,253,794 +23,991	+2%	+$1.13M	0.47%	43
2024 Q4	$57.3M	Buy	1,229,803 +76,862	+7%	+$3.6M	0.47%	48
2024 Q3	$54.8M	Buy	1,152,941 +70,136	+6%	+$3.3M	0.47%	51
2024 Q2	$50.2M	Buy	1,082,805 +133,570	+14%	+$6.17M	0.53%	47
2024 Q1	$44.2M	Buy	949,235 +69,998	+8%	+$3.25M	0.52%	51
2023 Q4	$40.9M	Buy	879,237 +68,678	+8%	+$3.13M	0.52%	52
2023 Q3	$36.8M	Buy	810,559 +797,748	+6,227%	+$36.4M	0.57%	44
2023 Q2	$33.2M	Sell	12,811 -101,048	-89%	-$4.66M	0.48%	53
2023 Q1	$5.73M	Sell	113,859 -381,734	-77%	-$17.6M	0.1%	122
2022 Q4	$22.6M	Buy	495,593 +77,656	+19%	+$3.53M	0.41%	59
2022 Q3	$18.9M	Sell	417,937 -151,028	-27%	-$7.01M	0.43%	57
2022 Q2	$26.4M	Buy	568,965 +47,188	+9%	+$2.22M	0.6%	47
2022 Q1	$24.9M	Buy	+521,777	New	+$25.4M	0.55%	49

Other funds holding JSCP

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

EP Wealth Advisors's JSCP Position: Q2 2026 in Review

EP Wealth Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2.1% in Q2 2026, selling an estimated $2.16M and leaving 2,173,607 shares worth $102M. The position accounts for 0.39% of the portfolio, ranked #40.

EP Wealth Advisors first reported a position in JSCP in Q1 2022 and has held it in 17 quarters since. The position peaked at $105M in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

EP Wealth Advisors held 2,173,607 shares of JPMorgan Short Duration Core Plus ETF worth $102M as of Q2 2026.
EP Wealth Advisors sold 45,794 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $2.16M.
JPMorgan Short Duration Core Plus ETF made up 0.39% of EP Wealth Advisors's portfolio in Q2 2026, its #40 holding.
EP Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2022 and has held it in 17 quarters since.
EP Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $105M in Q1 2026.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.