Gradient Capital Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Gradient Capital 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	$211K	Buy	4,478 +183	+4%	+$8.63K	0.05%	171
2026 Q1	$203K	Sell	4,295 -614	-13%	-$29.2K	0.05%	174
2025 Q4	$233K	Hold	4,909	–	–	0.06%	158
2025 Q3	$234K	Hold	4,909	–	–	0.06%	151
2025 Q2	$233K	Buy	4,909 +212	+5%	+$9.97K	0.07%	147
2025 Q1	$222K	Hold	4,697	–	–	0.07%	152
2024 Q4	$219K	Buy	+4,697	New	+$220K	0.07%	147
2023 Q3	–	Sell	-6,160	Closed	-$282K	–	140
2023 Q2	$282K	Hold	6,160	–	–	0.11%	123
2023 Q1	$285K	Hold	6,160	–	–	0.12%	114
2022 Q4	$282K	Hold	6,160	–	–	0.13%	111
2022 Q3	$279K	Hold	6,160	–	–	0.13%	104
2022 Q2	$286K	Buy	+6,160	New	+$290K	0.14%	99

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

Gradient Capital Advisors's JSCP Position: Q2 2026 in Review

Gradient Capital Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 4.3% in Q2 2026, buying an estimated $8.63K and bringing the position to 4,478 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #171.

Gradient Capital Advisors first reported a position in JSCP in Q2 2022 and has held it in 12 quarters since. The position peaked at $286K in Q2 2022. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Gradient Capital Advisors held 4,478 shares of JPMorgan Short Duration Core Plus ETF worth $211K as of Q2 2026.
Gradient Capital Advisors bought 183 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $8.63K.
JPMorgan Short Duration Core Plus ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #171 holding.
Gradient Capital Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2022 and has held it in 12 quarters since.
Gradient Capital Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $286K in Q2 2022.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.