SCP
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Shorepoint Capital Partners’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Shorepoint Capital Partners’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
2025
Q3 		$10.6M Buy
+223,025
New +$10.6M 2.11% 10
2025
Q1 		$10.6M Buy
224,086
+4,536
+2% +$213K 2.39% 9
2024
Q4 		$10.2M Buy
219,550
+2,674
+1% +$125K 2.34% 8
2024
Q3 		$10.3M Buy
216,876
+16,812
+8% +$791K 2.35% 8
2024
Q2 		$9.28M Buy
200,064
+6,711
+3% +$310K 2.18% 8
2024
Q1 		$9M Buy
+193,353
New +$8.97M 2.2% 8

Other funds holding JSCP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return
5SA
5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Shorepoint Capital Partners's JSCP Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2025: 223,025 shares worth $10.6M. The stake represents 2.11% of the portfolio and ranks #10 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in JSCP as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in JSCP in Q1 2024 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold JSCP as of Q3 2025.

  • Shorepoint Capital Partners held 223,025 shares of JPMorgan Short Duration Core Plus ETF worth $10.6M as of Q3 2025.
  • JPMorgan Short Duration Core Plus ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • JPMorgan Short Duration Core Plus ETF made up 2.11% of Shorepoint Capital Partners's portfolio in Q3 2025, its #10 holding.
  • Shorepoint Capital Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2024 and has held it in 6 quarters since.
  • 92 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.