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Kestra Advisory Services’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Kestra Advisory Services’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
Q1 		$638K Buy
13,485
+1,475
+12% +$70.1K ﹤0.01% 2041
2025
Q4 		$571K Buy
12,010
+4,548
+61% +$216K ﹤0.01% 2047
2025
Q3 		$355K Buy
+7,462
New +$354K ﹤0.01% 2310

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Kestra Advisory Services's JSCP Position: Q1 2026 in Review

Kestra Advisory Services increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 12% in Q1 2026, buying an estimated $70.1K and bringing the position to 13,485 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Kestra Advisory Services first reported a position in JSCP in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Kestra Advisory Services held 13,485 shares of JPMorgan Short Duration Core Plus ETF worth $638K as of Q1 2026.
  • Kestra Advisory Services bought 1,475 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $70.1K.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2041 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.