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

Mosaic 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 		$250K Hold
5,313
– – 0.16% 116
2026
Q1 		$251K Hold
5,313
– – 0.18% 107
2025
Q4 		$253K Hold
5,313
– – 0.17% 109
2025
Q3 		$253K Hold
5,313
– – 0.18% 101
2025
Q2 		$252K Hold
5,313
– – 0.19% 103
2025
Q1 		$251K Hold
5,313
– – 0.2% 100
2024
Q4 		$248K Buy
+5,313
New +$249K 0.18% 102

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

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

Mosaic Financial Group held its JPMorgan Short Duration Core Plus ETF (JSCP) position steady in Q2 2026 at 5,313 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #116.

Mosaic Financial Group first reported a position in JSCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Mosaic Financial Group held 5,313 shares of JPMorgan Short Duration Core Plus ETF worth $250K as of Q2 2026.
  • Mosaic Financial Group left its JPMorgan Short Duration Core Plus ETF share count unchanged in Q2 2026.
  • JPMorgan Short Duration Core Plus ETF made up 0.16% of Mosaic Financial Group's portfolio in Q2 2026, its #116 holding.
  • Mosaic Financial Group first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2024 and has held it in 7 quarters since.
  • Mosaic Financial Group's JPMorgan Short Duration Core Plus ETF position peaked at $253K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.