RWA
JSCP icon

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
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
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
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
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Roberts Wealth Advisors's JSCP Position: Q1 2026 in Review

Roberts Wealth Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 18% in Q1 2026, buying an estimated $4.29M and bringing the position to 587,373 shares worth $27.8M. The position accounts for 7.05% of the portfolio, ranked #2.

Roberts Wealth Advisors first reported a position in JSCP in Q1 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Roberts Wealth Advisors held 587,373 shares of JPMorgan Short Duration Core Plus ETF worth $27.8M as of Q1 2026.
  • Roberts Wealth Advisors bought 90,247 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $4.29M.
  • JPMorgan Short Duration Core Plus ETF made up 7.05% of Roberts Wealth Advisors's portfolio in Q1 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 5 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.