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
Q2 		$8.18M Sell
173,527
-162,717
-48% -$7.67M 0.01% 1174
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 $1.81T 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

Osaic Holdings's JSCP Position: Q2 2026 in Review

Osaic Holdings reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 48% in Q2 2026, selling an estimated $7.67M and leaving 173,527 shares worth $8.18M. The position accounts for 0.01% of the portfolio, ranked #1174.

Osaic Holdings first reported a position in JSCP in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.7M in Q3 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Osaic Holdings held 173,527 shares of JPMorgan Short Duration Core Plus ETF worth $8.18M as of Q2 2026.
  • Osaic Holdings sold 162,717 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $7.67M.
  • JPMorgan Short Duration Core Plus ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1174 holding.
  • Osaic Holdings first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2021 and has held it in 21 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 Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.