LEA
JSCP icon

Legacy Edge Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Legacy Edge Advisors’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 		$408K Sell
8,598
-93,470
-92% -$4.41M 0.05% 140
2026
Q1 		$4.83M Buy
102,068
+13,043
+15% +$620K 0.51% 40
2025
Q4 		$4.23M Buy
+89,025
New +$4.24M 0.46% 40

Other funds holding JSCP

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
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 $103B AUM 28.65% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

Legacy Edge Advisors's JSCP Position: Q2 2026 in Review

Legacy Edge Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 92% in Q2 2026, selling an estimated $4.41M and leaving 8,598 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #140.

Legacy Edge Advisors first reported a position in JSCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.83M in Q1 2026. 80 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Legacy Edge Advisors held 8,598 shares of JPMorgan Short Duration Core Plus ETF worth $408K as of Q2 2026.
  • Legacy Edge Advisors sold 93,470 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $4.41M.
  • JPMorgan Short Duration Core Plus ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #140 holding.
  • Legacy Edge Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $4.83M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.