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

Summit Wealth 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
2026 Q2	$355K	Buy	7,540 +129	+2%	+$6.08K	0.05%	207
2026 Q1	$351K	Sell	7,411 -647	-8%	-$30.8K	0.06%	199
2025 Q4	$383K	Hold	8,058	–	–	0.07%	146
2025 Q3	$384K	Hold	8,058	–	–	0.07%	155
2025 Q2	$382K	Hold	8,058	–	–	0.07%	155
2025 Q1	$380K	Hold	8,058	–	–	0.08%	148
2024 Q4	$376K	Sell	8,058 -1,925	-19%	-$90.3K	0.08%	146
2024 Q3	$474K	Hold	9,983	–	–	0.09%	139
2024 Q2	$463K	Buy	9,983 +850	+9%	+$39.3K	0.1%	141
2024 Q1	$425K	Buy	+9,133	New	+$424K	0.09%	141

Other funds holding JSCP

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Partners's JSCP Position: Q2 2026 in Review

Summit Wealth Partners increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 1.7% in Q2 2026, buying an estimated $6.08K and bringing the position to 7,540 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #207.

Summit Wealth Partners first reported a position in JSCP in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q3 2024. 63 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Summit Wealth Partners held 7,540 shares of JPMorgan Short Duration Core Plus ETF worth $355K as of Q2 2026.
Summit Wealth Partners bought 129 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $6.08K.
JPMorgan Short Duration Core Plus ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #207 holding.
Summit Wealth Partners first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2024 and has held it in 10 quarters since.
Summit Wealth Partners's JPMorgan Short Duration Core Plus ETF position peaked at $474K in Q3 2024.
63 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.