Tortoise Investment Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Tortoise Investment Management’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 Q1	$269K	Hold	5,695	–	–	0.02%	206
2025 Q4	$271K	Sell	5,695 -3,790	-40%	-$180K	0.02%	205
2025 Q3	$452K	Hold	9,485	–	–	0.04%	161
2025 Q2	$450K	Hold	9,485	–	–	0.04%	149
2025 Q1	$448K	Sell	9,485 -1,000	-10%	-$46.9K	0.05%	145
2024 Q4	$489K	Sell	10,485 -1,165	-10%	-$54.6K	0.05%	149
2024 Q3	$554K	Sell	11,650 -2,865	-20%	-$135K	0.06%	142
2024 Q2	$673K	Sell	14,515 -9,090	-39%	-$420K	0.08%	131
2024 Q1	$1.1M	Sell	23,605 -1,580	-6%	-$73.3K	0.13%	105
2023 Q4	$1.17M	Sell	25,185 -705	-3%	-$32.2K	0.16%	96
2023 Q3	$1.17M	Buy	25,890 +900	+4%	+$41.1K	0.17%	92
2023 Q2	$1.14M	Sell	24,990 -3,462	-12%	-$160K	0.17%	98
2023 Q1	$1.32M	Sell	28,452 -5,750	-17%	-$265K	0.21%	86
2022 Q4	$1.56M	Sell	34,202 -7,215	-17%	-$328K	0.27%	79
2022 Q3	$1.88M	Sell	41,417 -27,839	-40%	-$1.29M	0.37%	66
2022 Q2	$3.22M	Sell	69,256 -170,151	-71%	-$8M	0.63%	43
2022 Q1	$11.4M	Sell	239,407 -40,707	-15%	-$1.98M	2.12%	9
2021 Q4	$13.9M	Buy	280,114 +20,954	+8%	+$1.05M	2.61%	9
2021 Q3	$13M	Buy	+259,160	New	+$13M	2.63%	8

Other funds holding JSCP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

5SA

5th Street Advisors Southport, Connecticut $232M AUM 17.38% 1-Year Est. Return

Tortoise Investment Management's JSCP Position: Q1 2026 in Review

Tortoise Investment Management held its JPMorgan Short Duration Core Plus ETF (JSCP) position steady in Q1 2026 at 5,695 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #206.

Tortoise Investment Management first reported a position in JSCP in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q4 2021. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

Tortoise Investment Management held 5,695 shares of JPMorgan Short Duration Core Plus ETF worth $269K as of Q1 2026.
Tortoise Investment Management left its JPMorgan Short Duration Core Plus ETF share count unchanged in Q1 2026.
JPMorgan Short Duration Core Plus ETF made up 0.02% of Tortoise Investment Management's portfolio in Q1 2026, its #206 holding.
Tortoise Investment Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2021 and has held it in 19 quarters since.
Tortoise Investment Management's JPMorgan Short Duration Core Plus ETF position peaked at $13.9M in Q4 2021.
124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.