Summit Wealth Partners
JSCP icon

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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Roberts Wealth Advisors
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
5th Street Advisors
5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return
Bridgewealth Advisory Group
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

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. 123 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.
  • 123 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.