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 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%	+$9.95K	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Lodestone Wealth Management's JSCP Position: Q1 2026 in Review

Lodestone Wealth Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.98% in Q1 2026, buying an estimated $6.37K and bringing the position to 13,838 shares worth $655K. The position accounts for 0.26% of the portfolio, ranked #86.

Lodestone Wealth Management first reported a position in JSCP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2022. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

Lodestone Wealth Management held 13,838 shares of JPMorgan Short Duration Core Plus ETF worth $655K as of Q1 2026.
Lodestone Wealth Management bought 134 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $6.37K.
JPMorgan Short Duration Core Plus ETF made up 0.26% of Lodestone Wealth Management's portfolio in Q1 2026, its #86 holding.
Lodestone Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.22M in Q4 2022.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.