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MAI Capital Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

MAI Capital 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 		$6.28M Buy
133,167
+17,172
+15% +$809K 0.02% 425
2026
Q1 		$5.49M Buy
115,995
+28,155
+32% +$1.34M 0.03% 383
2025
Q4 		$4.18M Buy
87,840
+24,532
+39% +$1.17M 0.02% 435
2025
Q3 		$3.01M Buy
63,308
+3,649
+6% +$173K 0.02% 458
2025
Q2 		$2.83M Sell
59,659
-3,595
-6% -$169K 0.02% 426
2025
Q1 		$2.99M Sell
63,254
-242
-0.4% -$11.3K 0.02% 409
2024
Q4 		$2.96M Sell
63,496
-11,527
-15% -$540K 0.02% 413
2024
Q3 		$3.57M Buy
75,023
+44,070
+142% +$2.07M 0.03% 301
2024
Q2 		$1.44M Buy
30,953
+8,572
+38% +$396K 0.01% 496
2024
Q1 		$1.04M Buy
+22,381
New +$1.04M 0.01% 568

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

MAI Capital Management's JSCP Position: Q2 2026 in Review

MAI Capital Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 15% in Q2 2026, buying an estimated $809K and bringing the position to 133,167 shares worth $6.28M. The position accounts for 0.02% of the portfolio, ranked #425.

MAI Capital Management first reported a position in JSCP in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • MAI Capital Management held 133,167 shares of JPMorgan Short Duration Core Plus ETF worth $6.28M as of Q2 2026.
  • MAI Capital Management bought 17,172 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $809K.
  • JPMorgan Short Duration Core Plus ETF made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #425 holding.
  • MAI Capital Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2024 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.