Jones Financial Companies
JSCP icon

Jones Financial Companies’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Jones Financial Companies’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 		$5.66M Buy
120,108
+11,837
+11% +$558K ﹤0.01% 1139
2026
Q1 		$5.1M Buy
108,271
+41,343
+62% +$1.97M ﹤0.01% 1067
2025
Q4 		$3.18M Buy
66,928
+20,618
+45% +$981K ﹤0.01% 796
2025
Q3 		$2.2M Buy
46,310
+24,709
+114% +$1.17M ﹤0.01% 818
2025
Q2 		$1.02M Buy
21,601
+3,144
+17% +$148K ﹤0.01% 1003
2025
Q1 		$871K Buy
18,457
+9,765
+112% +$458K ﹤0.01% 916
2024
Q4 		$405K Buy
8,692
+6,773
+353% +$318K ﹤0.01% 1073
2024
Q3 		$91.4K Buy
+1,919
New +$90.2K ﹤0.01% 1440

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

Jones Financial Companies's JSCP Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 11% in Q2 2026, buying an estimated $558K and bringing the position to 120,108 shares worth $5.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Jones Financial Companies first reported a position in JSCP in Q3 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Jones Financial Companies held 120,108 shares of JPMorgan Short Duration Core Plus ETF worth $5.66M as of Q2 2026.
  • Jones Financial Companies bought 11,837 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $558K.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1139 holding.
  • Jones Financial Companies first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2024 and has held it in 8 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.