MFG
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Merit Financial Group’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Merit Financial Group’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 		$623K Sell
13,209
-28,559
-68% -$1.35M ﹤0.01% 1367
2026
Q1 		$1.98M Sell
41,768
-5,711
-12% -$271K 0.01% 689
2025
Q4 		$2.26M Sell
47,479
-486
-1% -$23.1K 0.02% 602
2025
Q3 		$2.28M Sell
47,965
-2,101
-4% -$99.6K 0.02% 521
2025
Q2 		$2.38M Buy
+50,066
New +$2.35M 0.03% 465

Other funds holding JSCP

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
HIM
Harbour Investment Management Edmonds, Washington $194M AUM 15.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Merit Financial Group's JSCP Position: Q2 2026 in Review

Merit Financial Group reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 68% in Q2 2026, selling an estimated $1.35M and leaving 13,209 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Merit Financial Group first reported a position in JSCP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q2 2025. 24 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Merit Financial Group held 13,209 shares of JPMorgan Short Duration Core Plus ETF worth $623K as of Q2 2026.
  • Merit Financial Group sold 28,559 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $1.35M.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1367 holding.
  • Merit Financial Group first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's JPMorgan Short Duration Core Plus ETF position peaked at $2.38M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.