Noesis Capital Mangement’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Noesis Capital Mangement’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	$4.65M	Sell	98,352 -1,293	-1%	-$61.5K	0.69%	36
2025 Q4	$4.74M	Buy	99,645 +36,610	+58%	+$1.74M	0.69%	33
2025 Q3	$3M	Buy	63,035 +8,791	+16%	+$417K	0.47%	36
2025 Q2	$2.57M	Sell	54,244 -9,372	-15%	-$441K	0.45%	35
2025 Q1	$3M	Sell	63,616 -1,855	-3%	-$87K	0.6%	34
2024 Q4	$3.05M	Buy	65,471 +2,480	+4%	+$116K	0.58%	34
2024 Q3	$2.99M	Sell	62,991 -550	-0.9%	-$25.9K	0.59%	34
2024 Q2	$2.95M	Sell	63,541 -8,709	-12%	-$402K	0.65%	36
2024 Q1	$3.36M	Sell	72,250 -1,000	-1%	-$46.4K	0.75%	36
2023 Q4	$3.41M	Sell	73,250 -1,570	-2%	-$71.6K	0.8%	36
2023 Q3	$3.39M	Sell	74,820 -21,851	-23%	-$997K	0.89%	35
2023 Q2	$4.43M	Buy	96,671 +3,405	+4%	+$157K	1.09%	33
2023 Q1	$4.32M	Buy	93,266 +5,845	+7%	+$270K	1.09%	34
2022 Q4	$4M	Sell	87,421 -2,090	-2%	-$95K	1.14%	33
2022 Q3	$4.06M	Buy	89,511 +2,505	+3%	+$116K	1.23%	31
2022 Q2	$4.04M	Buy	+87,006	New	+$4.09M	1.2%	30

Other funds holding JSCP

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $2.28B AUM 14.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Noesis Capital Mangement's JSCP Position: Q1 2026 in Review

Noesis Capital Mangement reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 1.3% in Q1 2026, selling an estimated $61.5K and leaving 98,352 shares worth $4.65M. The position accounts for 0.69% of the portfolio, ranked #36.

Noesis Capital Mangement first reported a position in JSCP in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.74M in Q4 2025. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

Noesis Capital Mangement held 98,352 shares of JPMorgan Short Duration Core Plus ETF worth $4.65M as of Q1 2026.
Noesis Capital Mangement sold 1,293 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $61.5K.
JPMorgan Short Duration Core Plus ETF made up 0.69% of Noesis Capital Mangement's portfolio in Q1 2026, its #36 holding.
Noesis Capital Mangement first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2022 and has held it in 16 quarters since.
Noesis Capital Mangement's JPMorgan Short Duration Core Plus ETF position peaked at $4.74M in Q4 2025.
124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Noesis Capital Mangement's 13F filing for Q1 2026, filed 5 May 2026.