Lodestar Private Asset Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Lodestar Private Asset Management’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	$1.05M	Sell	22,362 -127	-0.6%	-$5.99K	0.09%	110
2026 Q1	$1.06M	Buy	22,489 +695	+3%	+$33K	0.1%	95
2025 Q4	$1.04M	Buy	21,794 +1,524	+8%	+$72.5K	0.1%	102
2025 Q3	$965K	Buy	20,270 +1,310	+7%	+$62.1K	0.1%	104
2025 Q2	$899K	Buy	18,960 +119	+0.6%	+$5.59K	0.1%	106
2025 Q1	$889K	Sell	18,841 -57	-0.3%	-$2.67K	0.11%	104
2024 Q4	$881K	Buy	18,898 +670	+4%	+$31.4K	0.11%	106
2024 Q3	$866K	Buy	18,228 +1,062	+6%	+$49.9K	0.11%	109
2024 Q2	$796K	Buy	17,166 +2,361	+16%	+$109K	0.11%	106
2024 Q1	$689K	Sell	14,805 -567	-4%	-$26.3K	0.1%	114
2023 Q4	$716K	Sell	15,372 -2,008	-12%	-$91.6K	0.11%	108
2023 Q3	$788K	Buy	17,380 +5,618	+48%	+$256K	0.14%	100
2023 Q2	$539K	Sell	11,762 -4,869	-29%	-$224K	0.09%	120
2023 Q1	$770K	Sell	16,631 -27,936	-63%	-$1.29M	0.14%	102
2022 Q4	$2.04M	Buy	+44,567	New	+$2.03M	0.39%	58

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

Lodestar Private Asset Management's JSCP Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.56% in Q2 2026, selling an estimated $5.99K and leaving 22,362 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #110.

Lodestar Private Asset Management first reported a position in JSCP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.04M in Q4 2022. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Lodestar Private Asset Management held 22,362 shares of JPMorgan Short Duration Core Plus ETF worth $1.05M as of Q2 2026.
Lodestar Private Asset Management sold 127 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $5.99K.
JPMorgan Short Duration Core Plus ETF made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #110 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's JPMorgan Short Duration Core Plus ETF position peaked at $2.04M in Q4 2022.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.