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

SkyOak Wealth’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 		$14.8M Buy
313,090
+21,644
+7% +$1.02M 2.41% 10
2026
Q1 		$13.8M Buy
291,446
+20,261
+7% +$963K 2.52% 10
2025
Q4 		$12.9M Buy
271,185
+28,032
+12% +$1.33M 2.32% 10
2025
Q3 		$11.6M Buy
243,153
+16,496
+7% +$782K 2.19% 10
2025
Q2 		$10.8M Buy
226,657
+11,567
+5% +$544K 2.16% 9
2025
Q1 		$10.2M Buy
215,090
+20,524
+11% +$962K 2.22% 9
2024
Q4 		$9.07M Buy
194,566
+63,692
+49% +$2.99M 1.94% 9
2024
Q3 		$6.22M Buy
130,874
+25,796
+25% +$1.21M 1.38% 18
2024
Q2 		$4.87M Buy
105,078
+22,022
+27% +$1.02M 1.14% 22
2024
Q1 		$3.86M Buy
83,056
+54,155
+187% +$2.51M 0.92% 29
2023
Q4 		$1.35M Buy
+28,901
New +$1.32M 0.35% 63

Other funds holding JSCP

JP Morgan Chase
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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AC
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SkyOak Wealth's JSCP Position: Q2 2026 in Review

SkyOak Wealth increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 7.4% in Q2 2026, buying an estimated $1.02M and bringing the position to 313,090 shares worth $14.8M. The position accounts for 2.41% of the portfolio, ranked #10.

SkyOak Wealth first reported a position in JSCP in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • SkyOak Wealth held 313,090 shares of JPMorgan Short Duration Core Plus ETF worth $14.8M as of Q2 2026.
  • SkyOak Wealth bought 21,644 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $1.02M.
  • JPMorgan Short Duration Core Plus ETF made up 2.41% of SkyOak Wealth's portfolio in Q2 2026, its #10 holding.
  • SkyOak Wealth first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.