Stifel Financial
JSCP icon

Stifel Financial’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Stifel Financial’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 		$3.09M Buy
65,624
+39,804
+154% +$1.88M ﹤0.01% 1738
2026
Q1 		$1.22M Buy
25,820
+17,204
+200% +$818K ﹤0.01% 2315
2025
Q4 		$410K Buy
+8,616
New +$410K ﹤0.01% 2970
2024
Q4 		– Sell
-26,998
Closed -$1.28M – 3441
2024
Q3 		$1.28M Buy
26,998
+1,048
+4% +$49.3K ﹤0.01% 2054
2024
Q2 		$1.2M Sell
25,950
-615
-2% -$28.4K ﹤0.01% 2046
2024
Q1 		$1.24M Sell
26,565
-97,257
-79% -$4.51M ﹤0.01% 2054
2023
Q4 		$5.76M Buy
+123,822
New +$5.65M 0.01% 1036

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

Stifel Financial's JSCP Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 154% in Q2 2026, buying an estimated $1.88M and bringing the position to 65,624 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Stifel Financial first reported a position in JSCP in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.76M in Q4 2023. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Stifel Financial held 65,624 shares of JPMorgan Short Duration Core Plus ETF worth $3.09M as of Q2 2026.
  • Stifel Financial bought 39,804 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $1.88M.
  • JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1738 holding.
  • Stifel Financial first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2023 and has held it in 7 quarters since.
  • Stifel Financial's JPMorgan Short Duration Core Plus ETF position peaked at $5.76M in Q4 2023.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.