Perigon Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Perigon Wealth Management’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	$6.52M	Buy	138,292 +13,846	+11%	+$653K	0.1%	190
2026 Q1	$5.89M	Buy	124,446 +4,214	+4%	+$200K	0.11%	180
2025 Q4	$5.72M	Buy	120,232 +6,112	+5%	+$291K	0.1%	183
2025 Q3	$5.43M	Sell	114,120 -5,011	-4%	-$238K	0.11%	175
2025 Q2	$5.65M	Buy	119,131 +9,486	+9%	+$446K	0.13%	151
2025 Q1	$5.18M	Buy	109,645 +20,937	+24%	+$982K	0.13%	156
2024 Q4	$4.14M	Buy	88,708 +46,273	+109%	+$2.17M	0.1%	185
2024 Q3	$2.02M	Buy	+42,435	New	+$2M	0.05%	288

Other funds holding JSCP

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Perigon Wealth Management's JSCP Position: Q2 2026 in Review

Perigon Wealth Management increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 11% in Q2 2026, buying an estimated $653K and bringing the position to 138,292 shares worth $6.52M. The position accounts for 0.1% of the portfolio, ranked #190.

Perigon Wealth Management first reported a position in JSCP in Q3 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Perigon Wealth Management held 138,292 shares of JPMorgan Short Duration Core Plus ETF worth $6.52M as of Q2 2026.
Perigon Wealth Management bought 13,846 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $653K.
JPMorgan Short Duration Core Plus ETF made up 0.1% of Perigon Wealth Management's portfolio in Q2 2026, its #190 holding.
Perigon Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2024 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.