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Southeast Asset Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Southeast Asset 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
Q2 		$1.11M Buy
23,452
+190
+0.8% +$8.96K 0.11% 104
2026
Q1 		$1.1M Buy
23,262
+3,482
+18% +$166K 0.12% 94
2025
Q4 		$941K Sell
19,780
-2,754
-12% -$131K 0.09% 106
2025
Q3 		$1.07M Buy
22,534
+3,137
+16% +$149K 0.12% 100
2025
Q2 		$920K Buy
19,397
+104
+0.5% +$4.89K 0.11% 97
2025
Q1 		$911K Buy
19,293
+1,780
+10% +$83.5K 0.11% 95
2024
Q4 		$817K Buy
17,513
+6,428
+58% +$301K 0.1% 94
2024
Q3 		$527K Buy
+11,085
New +$521K 0.06% 107

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

Southeast Asset Advisors's JSCP Position: Q2 2026 in Review

Southeast Asset Advisors increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.82% in Q2 2026, buying an estimated $8.96K and bringing the position to 23,452 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #104.

Southeast Asset Advisors 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.

  • Southeast Asset Advisors held 23,452 shares of JPMorgan Short Duration Core Plus ETF worth $1.11M as of Q2 2026.
  • Southeast Asset Advisors bought 190 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $8.96K.
  • JPMorgan Short Duration Core Plus ETF made up 0.11% of Southeast Asset Advisors's portfolio in Q2 2026, its #104 holding.
  • Southeast Asset Advisors 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 Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.