Osaic Holdings
JSCP icon

Osaic Holdings’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Osaic Holdings’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 		$15.9M Buy
336,244
+188
+0.1% +$8.94K 0.02% 668
2025
Q4 		$16M Sell
336,056
-140,500
-29% -$6.69M 0.02% 677
2025
Q3 		$22.7M Buy
476,556
+233,885
+96% +$11.1M 0.03% 560
2025
Q2 		$11.5M Buy
242,671
+122,047
+101% +$5.74M 0.02% 749
2025
Q1 		$5.69M Buy
120,624
+23,589
+24% +$1.11M 0.01% 983
2024
Q4 		$4.52M Buy
97,035
+2,740
+3% +$128K 0.01% 1091
2024
Q3 		$4.48M Buy
94,295
+28,857
+44% +$1.36M 0.01% 1112
2024
Q2 		$3.03M Sell
65,438
-187,558
-74% -$8.66M 0.01% 1343
2024
Q1 		$11.8M Buy
252,996
+46,524
+23% +$2.16M 0.03% 605
2023
Q4 		$9.61M Buy
206,472
+75,688
+58% +$3.45M 0.02% 829
2023
Q3 		$5.93M Buy
130,784
+13,810
+12% +$630K 0.01% 1205
2023
Q2 		$5.35M Sell
116,974
-18,368
-14% -$846K 0.01% 1124
2023
Q1 		$6.26M Buy
135,342
+109,222
+418% +$5.04M 0.01% 1013
2022
Q4 		$1.19M Buy
26,120
+15,712
+151% +$714K ﹤0.01% 2220
2022
Q3 		$472K Buy
10,408
+1,460
+16% +$67.7K ﹤0.01% 2944
2022
Q2 		$416K Buy
8,948
+17
+0.2% +$799 ﹤0.01% 3109
2022
Q1 		$156K Buy
8,931
+10
+0.1% +$487 ﹤0.01% 4230
2021
Q4 		$444K Buy
8,921
+2,731
+44% +$136K ﹤0.01% 3174
2021
Q3 		$311K Buy
6,190
+6,115
+8,153% +$307K ﹤0.01% 3509
2021
Q2 		$4K Buy
+75
New +$3.77K ﹤0.01% 6492

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

Osaic Holdings's JSCP Position: Q1 2026 in Review

Osaic Holdings increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.06% in Q1 2026, buying an estimated $8.94K and bringing the position to 336,244 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #668.

Osaic Holdings first reported a position in JSCP in Q2 2021 and has held it in 20 quarters since. The position peaked at $22.7M in Q3 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Osaic Holdings held 336,244 shares of JPMorgan Short Duration Core Plus ETF worth $15.9M as of Q1 2026.
  • Osaic Holdings bought 188 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $8.94K.
  • JPMorgan Short Duration Core Plus ETF made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #668 holding.
  • Osaic Holdings first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2021 and has held it in 20 quarters since.
  • Osaic Holdings's JPMorgan Short Duration Core Plus ETF position peaked at $22.7M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.