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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
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 $1.56T AUM 27.86% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Carson Wealth (CWM LLC)
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
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
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

Milestone Investment Advisors's JSCP Position: Q1 2026 in Review

Milestone Investment Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 5.5% in Q1 2026, selling an estimated $251K and leaving 90,443 shares worth $4.28M. The position accounts for 1.03% of the portfolio, ranked #31.

Milestone Investment Advisors first reported a position in JSCP in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.66M in Q4 2024. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Milestone Investment Advisors held 90,443 shares of JPMorgan Short Duration Core Plus ETF worth $4.28M as of Q1 2026.
  • Milestone Investment Advisors sold 5,273 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $251K.
  • JPMorgan Short Duration Core Plus ETF made up 1.03% of Milestone Investment Advisors's portfolio in Q1 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 12 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 Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.