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

MidAtlantic 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	$691K	Sell	14,657 -2,409	-14%	-$114K	0.43%	54
2026 Q1	$807K	Buy	17,066 +541	+3%	+$25.7K	0.56%	45
2025 Q4	$786K	Buy	16,525 +1,178	+8%	+$56.1K	0.5%	46
2025 Q3	$731K	Hold	15,347	–	–	0.5%	50
2025 Q2	$728K	Buy	15,347 +248	+2%	+$11.7K	0.52%	49
2025 Q1	$713K	Buy	15,099 +321	+2%	+$15.1K	0.56%	46
2024 Q4	$689K	Buy	14,778 +400	+3%	+$18.8K	0.5%	47
2024 Q3	$683K	Buy	14,378 +7,848	+120%	+$369K	0.5%	49
2024 Q2	$303K	Hold	6,530	–	–	0.25%	66
2024 Q1	$304K	Hold	6,530	–	–	0.27%	67
2023 Q4	$304K	Buy	+6,530	New	+$298K	0.3%	63

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 $7.88B AUM 10.78% 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

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

MidAtlantic Capital Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 14% in Q2 2026, selling an estimated $114K and leaving 14,657 shares worth $691K. The position accounts for 0.43% of the portfolio, ranked #54.

MidAtlantic Capital Management first reported a position in JSCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $807K in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

MidAtlantic Capital Management held 14,657 shares of JPMorgan Short Duration Core Plus ETF worth $691K as of Q2 2026.
MidAtlantic Capital Management sold 2,409 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $114K.
JPMorgan Short Duration Core Plus ETF made up 0.43% of MidAtlantic Capital Management's portfolio in Q2 2026, its #54 holding.
MidAtlantic Capital Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's JPMorgan Short Duration Core Plus ETF position peaked at $807K in Q1 2026.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.