Heritage Wealth Management (Ohio)’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.48M	Buy	52,686 +1,771	+3%	+$83.5K	0.62%	43
2026 Q1	$2.41M	Buy	50,915 +1,708	+3%	+$81.2K	1.19%	26
2025 Q4	$2.34M	Buy	49,207 +3,722	+8%	+$177K	0.65%	38
2025 Q3	$2.17M	Sell	45,485 -2,680	-6%	-$127K	0.64%	38
2025 Q2	$2.28M	Sell	48,165 -2,455	-5%	-$115K	0.74%	32
2025 Q1	$2.39M	Sell	50,620 -2,855	-5%	-$134K	0.81%	25
2024 Q4	$2.49M	Sell	53,475 -634	-1%	-$29.7K	0.83%	24
2024 Q3	$2.57M	Buy	54,109 +4,599	+9%	+$216K	0.84%	24
2024 Q2	$2.3M	Buy	+49,510	New	+$2.29M	0.77%	26

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

Heritage Wealth Management (Ohio)'s JSCP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 3.5% in Q2 2026, buying an estimated $83.5K and bringing the position to 52,686 shares worth $2.48M. The position accounts for 0.62% of the portfolio, ranked #43.

Heritage Wealth Management (Ohio) first reported a position in JSCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Heritage Wealth Management (Ohio) held 52,686 shares of JPMorgan Short Duration Core Plus ETF worth $2.48M as of Q2 2026.
Heritage Wealth Management (Ohio) bought 1,771 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $83.5K.
JPMorgan Short Duration Core Plus ETF made up 0.62% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #43 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s JPMorgan Short Duration Core Plus ETF position peaked at $2.57M in Q3 2024.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.