Roberts Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Roberts Wealth Advisors’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	$31.1M	Buy	676,668 +50,446	+8%	+$2.36M	6.99%	2
2026 Q2	$29.5M	Buy	626,222 +38,849	+7%	+$1.83M	6.71%	2
2026 Q1	$27.8M	Buy	587,373 +90,247	+18%	+$4.29M	7.05%	2
2025 Q4	$23.6M	Buy	497,126 +125,393	+34%	+$5.97M	6.17%	3
2025 Q3	$17.7M	Buy	371,733 +104,853	+39%	+$4.97M	4.71%	5
2025 Q2	$12.7M	Buy	266,880 +135,923	+104%	+$6.39M	3.64%	5
2025 Q1	$6.18M	Buy	+130,957	New	+$6.14M	1.91%	12

Other funds holding JSCP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $535M AUM 8.23% 1-Year Est. Return

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Roberts Wealth Advisors's JSCP Position: Q3 2026 in Review

Roberts Wealth Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 8.1% in Q3 2026, buying an estimated $2.36M and bringing the position to 676,668 shares worth $31.1M. The position accounts for 6.99% of the portfolio, ranked #2.

Roberts Wealth Advisors first reported a position in JSCP in Q1 2025 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

Roberts Wealth Advisors held 676,668 shares of JPMorgan Short Duration Core Plus ETF worth $31.1M as of Q3 2026.
Roberts Wealth Advisors bought 50,446 JPMorgan Short Duration Core Plus ETF shares in Q3 2026, an estimated $2.36M.
JPMorgan Short Duration Core Plus ETF made up 6.99% of Roberts Wealth Advisors's portfolio in Q3 2026, its #2 holding.
Roberts Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.