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

HB Wealth 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	$31.4M	Sell	666,586 -85,500	-11%	-$4.03M	0.18%	71
2026 Q1	$35.6M	Sell	752,086 -83,268	-10%	-$3.96M	0.23%	56
2025 Q4	$39.7M	Sell	835,354 -63,784	-7%	-$3.04M	0.26%	52
2025 Q3	$42.8M	Sell	899,138 -212,522	-19%	-$10.1M	0.29%	47
2025 Q2	$52.7M	Sell	1,111,660 -8,288	-0.7%	-$390K	0.42%	38
2025 Q1	$52.9M	Buy	+1,119,948	New	+$52.5M	0.44%	37

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

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

HB Wealth Management's JSCP Position: Q2 2026 in Review

HB Wealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 11% in Q2 2026, selling an estimated $4.03M and leaving 666,586 shares worth $31.4M. The position accounts for 0.18% of the portfolio, ranked #71.

HB Wealth Management first reported a position in JSCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.9M in Q1 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

HB Wealth Management held 666,586 shares of JPMorgan Short Duration Core Plus ETF worth $31.4M as of Q2 2026.
HB Wealth Management sold 85,500 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $4.03M.
JPMorgan Short Duration Core Plus ETF made up 0.18% of HB Wealth Management's portfolio in Q2 2026, its #71 holding.
HB Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $52.9M in Q1 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.