Lodestone Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Lodestone Wealth 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 Q3	$650K	Buy	14,135 +158	+1%	+$7.38K	0.22%	97
2026 Q2	$659K	Buy	13,977 +139	+1%	+$6.55K	0.23%	99
2026 Q1	$655K	Buy	13,838 +134	+1%	+$6.37K	0.26%	86
2025 Q4	$652K	Buy	13,704 +133	+1%	+$6.33K	0.27%	85
2025 Q3	$646K	Buy	13,571 +157	+1%	+$7.44K	0.29%	83
2025 Q2	$636K	Buy	13,414 +153	+1%	+$7.19K	0.31%	81
2025 Q1	$626K	Sell	13,261 -8,675	-40%	-$407K	0.33%	73
2024 Q4	$1.02M	Sell	21,936 -397	-2%	-$18.6K	0.51%	58
2024 Q3	$1.06M	Buy	22,333 +277	+1%	+$13K	0.53%	60
2024 Q2	$1.02M	Buy	22,056 +256	+1%	+$11.8K	0.54%	60
2024 Q1	$1.01M	Buy	21,800 +237	+1%	+$11K	0.53%	59
2023 Q4	$1M	Sell	21,563 -190	-0.9%	-$8.67K	0.58%	59
2023 Q3	$987K	Buy	21,753 +218	+1%	+$9.9K	0.69%	51
2023 Q2	$986K	Sell	21,535 -1,268	-6%	-$58.4K	0.68%	52
2023 Q1	$1.06M	Sell	22,803 -3,906	-15%	-$180K	0.81%	41
2022 Q4	$1.22M	Buy	+26,709	New	+$1.21M	0.98%	38

Other funds holding JSCP

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Lodestone Wealth Management's JSCP Position: Q3 2026 in Review

Lodestone Wealth Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 1.1% in Q3 2026, buying an estimated $7.38K and bringing the position to 14,135 shares worth $650K. The position accounts for 0.22% of the portfolio, ranked #97.

Lodestone Wealth Management first reported a position in JSCP in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q4 2022. 52 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

Lodestone Wealth Management held 14,135 shares of JPMorgan Short Duration Core Plus ETF worth $650K as of Q3 2026.
Lodestone Wealth Management bought 158 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $7.38K.
JPMorgan Short Duration Core Plus ETF made up 0.22% of Lodestone Wealth Management's portfolio in Q3 2026, its #97 holding.
Lodestone Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 16 quarters since.
Lodestone Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.22M in Q4 2022.
52 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.