GeoWealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

GeoWealth 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 Q1	$716K	Sell	15,134 -5,421	-26%	-$258K	0.03%	379
2025 Q4	$978K	Sell	20,555 -3,444	-14%	-$164K	0.04%	280
2025 Q3	$1.14M	Buy	23,999 +972	+4%	+$46.1K	0.04%	269
2025 Q2	$1.09M	Sell	23,027 -1,819	-7%	-$85.5K	0.04%	235
2025 Q1	$1.17M	Sell	24,846 -7,023	-22%	-$329K	0.05%	227
2024 Q4	$1.49M	Sell	31,869 -3,412	-10%	-$160K	0.05%	216
2024 Q3	$1.68M	Sell	35,281 -92	-0.3%	-$4.33K	0.06%	209
2024 Q2	$1.64M	Sell	35,373 -1,059	-3%	-$48.9K	0.07%	183
2024 Q1	$1.7M	Buy	+36,432	New	+$1.69M	0.07%	198

Other funds holding JSCP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

GeoWealth Management's JSCP Position: Q1 2026 in Review

GeoWealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 26% in Q1 2026, selling an estimated $258K and leaving 15,134 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #379.

GeoWealth Management first reported a position in JSCP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q1 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

GeoWealth Management held 15,134 shares of JPMorgan Short Duration Core Plus ETF worth $716K as of Q1 2026.
GeoWealth Management sold 5,421 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $258K.
JPMorgan Short Duration Core Plus ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #379 holding.
GeoWealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.7M in Q1 2024.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.