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Milestone Investment Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Milestone Investment Advisors’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 		$4.37M Buy
92,768
+2,325
+3% +$110K 0.95% 31
2026
Q1 		$4.28M Sell
90,443
-5,273
-6% -$251K 1.03% 31
2025
Q4 		$4.55M Buy
95,716
+271
+0.3% +$12.9K 1.1% 31
2025
Q3 		$4.54M Buy
95,445
+4,010
+4% +$190K 1.13% 30
2025
Q2 		$4.34M Sell
91,435
-1,246
-1% -$58.6K 1.13% 28
2025
Q1 		$4.38M Sell
92,681
-7,200
-7% -$338K 1.21% 27
2024
Q4 		$4.66M Buy
99,881
+7,650
+8% +$359K 1.27% 24
2024
Q3 		$4.38M Sell
92,231
-4,474
-5% -$210K 1.23% 23
2024
Q2 		$4.49M Buy
96,705
+29,667
+44% +$1.37M 1.19% 23
2024
Q1 		$3.12M Buy
67,038
+36,891
+122% +$1.71M 0.84% 32
2023
Q4 		$1.4M Buy
30,147
+8,567
+40% +$391K 0.41% 39
2023
Q3 		$979K Buy
21,580
+73
+0.3% +$3.33K 0.28% 45
2023
Q2 		$985K Buy
+21,507
New +$991K 0.31% 43

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

Milestone Investment Advisors's JSCP Position: Q2 2026 in Review

Milestone Investment Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2.6% in Q2 2026, buying an estimated $110K and bringing the position to 92,768 shares worth $4.37M. The position accounts for 0.95% of the portfolio, ranked #31.

Milestone Investment Advisors first reported a position in JSCP in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.66M in Q4 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Milestone Investment Advisors held 92,768 shares of JPMorgan Short Duration Core Plus ETF worth $4.37M as of Q2 2026.
  • Milestone Investment Advisors bought 2,325 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $110K.
  • JPMorgan Short Duration Core Plus ETF made up 0.95% of Milestone Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Milestone Investment Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2023 and has held it in 13 quarters since.
  • Milestone Investment Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $4.66M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.