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HFM Investment Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

HFM Investment 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 		$112K Sell
2,381
-438
-16% -$20.6K 0.04% 37
2026
Q1 		$133K Sell
2,819
-413
-13% -$19.6K 0.05% 33
2025
Q4 		$154K Sell
3,232
-512
-14% -$24.4K 0.06% 29
2025
Q3 		$178K Sell
3,744
-297
-7% -$14.1K 0.07% 23
2025
Q2 		$192K Sell
4,041
-260
-6% -$12.2K 0.08% 22
2025
Q1 		$203K Buy
+4,301
New +$202K 0.1% 17

Other funds holding JSCP

JP Morgan Chase
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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AC
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HFM Investment Advisors's JSCP Position: Q2 2026 in Review

HFM Investment Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 16% in Q2 2026, selling an estimated $20.6K and leaving 2,381 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #37.

HFM Investment Advisors first reported a position in JSCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $203K in Q1 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • HFM Investment Advisors held 2,381 shares of JPMorgan Short Duration Core Plus ETF worth $112K as of Q2 2026.
  • HFM Investment Advisors sold 438 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $20.6K.
  • JPMorgan Short Duration Core Plus ETF made up 0.04% of HFM Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • HFM Investment Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $203K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.