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
Q3 		$8M Buy
173,934
+407
+0.2% +$19K 0.01% 1194
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 		$9.6M 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 $1.84T AUM 33.86% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Roberts Wealth Advisors
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
5th Street Advisors
5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

Osaic Holdings's JSCP Position: Q3 2026 in Review

Osaic Holdings increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.23% in Q3 2026, buying an estimated $19K and bringing the position to 173,934 shares worth $8M. The position accounts for 0.01% of the portfolio, ranked #1194.

Osaic Holdings first reported a position in JSCP in Q2 2021 and has held it in 22 quarters since. The position peaked at $22.7M in Q3 2025. 121 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

  • Osaic Holdings held 173,934 shares of JPMorgan Short Duration Core Plus ETF worth $8M as of Q3 2026.
  • Osaic Holdings bought 407 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $19K.
  • JPMorgan Short Duration Core Plus ETF made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #1194 holding.
  • Osaic Holdings first reported a position in JPMorgan Short Duration Core Plus ETF in Q2 2021 and has held it in 22 quarters since.
  • Osaic Holdings's JPMorgan Short Duration Core Plus ETF position peaked at $22.7M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.