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 Q2	$668K	Sell	14,159 -975	-6%	-$46K	0.02%	427
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 $1.81T 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

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

GeoWealth Management's JSCP Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 6.4% in Q2 2026, selling an estimated $46K and leaving 14,159 shares worth $668K. The position accounts for 0.02% of the portfolio, ranked #427.

GeoWealth Management first reported a position in JSCP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

GeoWealth Management held 14,159 shares of JPMorgan Short Duration Core Plus ETF worth $668K as of Q2 2026.
GeoWealth Management sold 975 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $46K.
JPMorgan Short Duration Core Plus ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #427 holding.
GeoWealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2024 and has held it in 10 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 Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.