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 Q3	$1.66M	Sell	36,200 -2,550	-7%	-$119K	0.19%	79
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

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

Fagan Associates's JSCP Position: Q3 2026 in Review

Fagan Associates reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 6.6% in Q3 2026, selling an estimated $119K and leaving 36,200 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #79.

Fagan Associates first reported a position in JSCP in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2026. 29 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

Fagan Associates held 36,200 shares of JPMorgan Short Duration Core Plus ETF worth $1.66M as of Q3 2026.
Fagan Associates sold 2,550 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $119K.
JPMorgan Short Duration Core Plus ETF made up 0.19% of Fagan Associates's portfolio in Q3 2026, its #79 holding.
Fagan Associates first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 5 quarters since.
Fagan Associates's JPMorgan Short Duration Core Plus ETF position peaked at $1.83M in Q2 2026.
29 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Fagan Associates's 13F filing for Q3 2026, filed 13 Oct 2026.