Invenio Wealth Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Invenio Wealth Partners’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	$470K	Hold	9,978	–	–	0.17%	59
2026 Q1	$472K	Hold	9,978	–	–	0.19%	56
2025 Q4	$475K	Hold	9,978	–	–	0.18%	61
2025 Q3	$475K	Hold	9,978	–	–	0.17%	62
2025 Q2	$473K	Hold	9,978	–	–	0.19%	59
2025 Q1	$471K	Sell	9,978 -687	-6%	-$32.2K	0.2%	51
2024 Q4	$497K	Buy	10,665 +84	+0.8%	+$3.94K	0.21%	51
2024 Q3	$503K	Buy	+10,581	New	+$498K	0.22%	52

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

Invenio Wealth Partners's JSCP Position: Q2 2026 in Review

Invenio Wealth Partners held its JPMorgan Short Duration Core Plus ETF (JSCP) position steady in Q2 2026 at 9,978 shares worth $470K. The position accounts for 0.17% of the portfolio, ranked #59.

Invenio Wealth Partners first reported a position in JSCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $503K in Q3 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Invenio Wealth Partners held 9,978 shares of JPMorgan Short Duration Core Plus ETF worth $470K as of Q2 2026.
Invenio Wealth Partners left its JPMorgan Short Duration Core Plus ETF share count unchanged in Q2 2026.
JPMorgan Short Duration Core Plus ETF made up 0.17% of Invenio Wealth Partners's portfolio in Q2 2026, its #59 holding.
Invenio Wealth Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2024 and has held it in 8 quarters since.
Invenio Wealth Partners's JPMorgan Short Duration Core Plus ETF position peaked at $503K in Q3 2024.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.