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 Q2	$648K	Buy	13,755 +270	+2%	+$12.7K	﹤0.01%	2131
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 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

Kestra Advisory Services's JSCP Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2% in Q2 2026, buying an estimated $12.7K and bringing the position to 13,755 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Kestra Advisory Services first reported a position in JSCP in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Kestra Advisory Services held 13,755 shares of JPMorgan Short Duration Core Plus ETF worth $648K as of Q2 2026.
Kestra Advisory Services bought 270 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $12.7K.
JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2131 holding.
Kestra Advisory Services first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.