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Fagan Associates’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Fagan Associates’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 		$1.83M Buy
38,750
+3,550
+10% +$167K 0.22% 75
2026
Q1 		$1.66M Buy
35,200
+4,455
+14% +$212K 0.23% 74
2025
Q4 		$1.46M Buy
30,745
+2,495
+9% +$119K 0.19% 73
2025
Q3 		$1.34M Buy
+28,250
New +$1.34M 0.19% 76

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

Fagan Associates's JSCP Position: Q2 2026 in Review

Fagan Associates increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 10% in Q2 2026, buying an estimated $167K and bringing the position to 38,750 shares worth $1.83M. The position accounts for 0.22% of the portfolio, ranked #75.

Fagan Associates first reported a position in JSCP in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Fagan Associates held 38,750 shares of JPMorgan Short Duration Core Plus ETF worth $1.83M as of Q2 2026.
  • Fagan Associates bought 3,550 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $167K.
  • JPMorgan Short Duration Core Plus ETF made up 0.22% of Fagan Associates's portfolio in Q2 2026, its #75 holding.
  • Fagan Associates first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Fagan Associates's 13F filing for Q2 2026, filed 4 Aug 2026.