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

LexAurum 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 		$1.78M Buy
37,824
+20,092
+113% +$947K 0.21% 90
2026
Q1 		$839K Buy
+17,732
New +$843K 0.11% 154
2025
Q3 		$1.38M Buy
28,888
+4,477
+18% +$212K 0.2% 98
2025
Q2 		$1.16M Sell
24,411
-149
-0.6% -$7.01K 0.18% 105
2025
Q1 		$1.16M Buy
24,560
+2,420
+11% +$113K 0.22% 91
2024
Q4 		$1.03M Sell
22,140
-3,541
-14% -$166K 0.2% 103
2024
Q3 		$1.22M Buy
25,681
+768
+3% +$36.1K 0.27% 84
2024
Q2 		$1.16M Buy
24,913
+8,791
+55% +$406K 0.28% 80
2024
Q1 		$750K Buy
16,122
+763
+5% +$35.4K 0.19% 114
2023
Q4 		$715K Buy
15,359
+5,453
+55% +$249K 0.19% 118
2023
Q3 		$449K Buy
+9,906
New +$452K 0.13% 155

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

LexAurum Advisors's JSCP Position: Q2 2026 in Review

LexAurum Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 113% in Q2 2026, buying an estimated $947K and bringing the position to 37,824 shares worth $1.78M. The position accounts for 0.21% of the portfolio, ranked #90.

LexAurum Advisors first reported a position in JSCP in Q3 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • LexAurum Advisors held 37,824 shares of JPMorgan Short Duration Core Plus ETF worth $1.78M as of Q2 2026.
  • LexAurum Advisors bought 20,092 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $947K.
  • JPMorgan Short Duration Core Plus ETF made up 0.21% of LexAurum Advisors's portfolio in Q2 2026, its #90 holding.
  • LexAurum Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2023 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.