Kovitz Investment Group Partners
JSCP icon

Kovitz Investment Group Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-209,171
Closed -$9.96M – 918
2025
Q3 		$9.96M Buy
209,171
+42,410
+25% +$2.01M 0.04% 331
2025
Q2 		$7.91M Buy
+166,761
New +$7.84M 0.03% 360

Other funds holding JSCP

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $17.8B AUM 24.16% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Kovitz Investment Group Partners's JSCP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan Short Duration Core Plus ETF (JSCP) in Q4 2025, closing a stake of 209,171 shares — an estimated $9.96M sold.

Kovitz Investment Group Partners first reported a position in JSCP in Q2 2025 and held it in 2 quarters. The position peaked at $9.96M in Q3 2025. 107 funds tracked by Wall St. Rank hold JSCP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan Short Duration Core Plus ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 209,171 JPMorgan Short Duration Core Plus ETF shares in Q4 2025, an estimated $9.96M.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's JPMorgan Short Duration Core Plus ETF position peaked at $9.96M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.