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

HighTower 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	$17.6M	Sell	373,551 -13,638	-4%	-$643K	0.02%	697
2026 Q1	$18.3M	Buy	387,189 +69,801	+22%	+$3.32M	0.02%	643
2025 Q4	$15.1M	Buy	317,388 +48,038	+18%	+$2.29M	0.02%	711
2025 Q3	$12.8M	Buy	269,350 +10,926	+4%	+$518K	0.01%	749
2025 Q2	$12.3M	Sell	258,424 -15,676	-6%	-$737K	0.02%	728
2025 Q1	$12.9M	Sell	274,100 -14,137	-5%	-$663K	0.02%	664
2024 Q4	$13.4M	Sell	288,237 -12,195	-4%	-$572K	0.02%	643
2024 Q3	$14.3M	Buy	300,432 +33,497	+13%	+$1.58M	0.02%	618
2024 Q2	$12.4M	Sell	266,935 -11,014	-4%	-$509K	0.02%	633
2024 Q1	$12.9M	Sell	277,949 -40,986	-13%	-$1.9M	0.02%	597
2023 Q4	$14.8M	Buy	318,935 +15,720	+5%	+$717K	0.02%	561
2023 Q3	$13.8M	Buy	303,215 +42,077	+16%	+$1.92M	0.03%	558
2023 Q2	$12M	Buy	261,138 +7,641	+3%	+$352K	0.02%	584
2023 Q1	$11.7M	Sell	253,497 -29,507	-10%	-$1.36M	0.03%	566
2022 Q4	$12.9M	Buy	283,004 +266,342	+1,598%	+$12.1M	0.03%	527
2022 Q3	$758K	Sell	16,662 -1,111	-6%	-$51.5K	﹤0.01%	1772
2022 Q2	$823K	Sell	17,773 -92,901	-84%	-$4.37M	﹤0.01%	1752
2022 Q1	$5.29M	Buy	110,674 +52,433	+90%	+$2.55M	0.01%	862
2021 Q4	$2.89M	Buy	58,241 +5,906	+11%	+$295K	0.01%	1168
2021 Q3	$2.63M	Sell	52,335 -533	-1%	-$26.8K	0.01%	1114
2021 Q2	$2.66M	Buy	+52,868	New	+$2.66M	0.01%	1079

Other funds holding JSCP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

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

HighTower Advisors's JSCP Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 3.5% in Q2 2026, selling an estimated $643K and leaving 373,551 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #697.

HighTower Advisors first reported a position in JSCP in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.3M in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

HighTower Advisors held 373,551 shares of JPMorgan Short Duration Core Plus ETF worth $17.6M as of Q2 2026.
HighTower Advisors sold 13,638 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $643K.
JPMorgan Short Duration Core Plus ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #697 holding.
HighTower Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2021 and has held it in 21 quarters since.
HighTower Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $18.3M in Q1 2026.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.