USAdvisors Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

USAdvisors Wealth 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 Q2	$1.07M	Sell	22,674 -488	-2%	-$23K	0.31%	65
2026 Q1	$1.09M	Sell	23,162 -1,499	-6%	-$71.3K	0.36%	60
2025 Q4	$1.17M	Buy	24,661 +6,303	+34%	+$300K	0.39%	59
2025 Q3	$874K	Buy	18,358 +8,279	+82%	+$392K	0.3%	66
2025 Q2	$478K	Buy	10,079 +806	+9%	+$37.9K	0.18%	80
2025 Q1	$437K	Buy	9,273 +1,003	+12%	+$47K	0.15%	86
2024 Q4	$385K	Buy	8,270 +2,250	+37%	+$105K	0.13%	91
2024 Q3	$286K	Sell	6,020 -1,368	-19%	-$64.3K	0.1%	101
2024 Q2	$342K	Sell	7,388 -169	-2%	-$7.81K	0.12%	93
2024 Q1	$352K	Buy	7,557 +258	+4%	+$12K	0.13%	102
2023 Q4	$339K	Sell	7,299 -3,114	-30%	-$142K	0.14%	95
2023 Q3	$472K	Buy	10,413 +41	+0.4%	+$1.87K	0.21%	81
2023 Q2	$475K	Sell	10,372 -394	-4%	-$18.2K	0.22%	77
2023 Q1	$498K	Sell	10,766 -184	-2%	-$8.48K	0.24%	80
2022 Q4	$500K	Sell	10,950 -761	-6%	-$34.6K	0.24%	82
2022 Q3	$531K	Buy	11,711 +26	+0.2%	+$1.21K	0.27%	75
2022 Q2	$543K	Sell	11,685 -6,317	-35%	-$297K	0.27%	75
2022 Q1	$860K	Sell	18,002 -5,062	-22%	-$247K	0.37%	64
2021 Q4	$1.15M	Buy	23,064 +1,735	+8%	+$86.5K	0.47%	49
2021 Q3	$1.07M	Buy	21,329 +2,611	+14%	+$131K	0.46%	51
2021 Q2	$941K	Buy	18,718 +7,546	+68%	+$379K	0.51%	48
2021 Q1	$560K	Buy	+11,172	New	+$559K	0.27%	71

Other funds holding JSCP

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

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

USAdvisors Wealth Management's JSCP Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 2.1% in Q2 2026, selling an estimated $23K and leaving 22,674 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #65.

USAdvisors Wealth Management first reported a position in JSCP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

USAdvisors Wealth Management held 22,674 shares of JPMorgan Short Duration Core Plus ETF worth $1.07M as of Q2 2026.
USAdvisors Wealth Management sold 488 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $23K.
JPMorgan Short Duration Core Plus ETF made up 0.31% of USAdvisors Wealth Management's portfolio in Q2 2026, its #65 holding.
USAdvisors Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2021 and has held it in 22 quarters since.
USAdvisors Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $1.17M in Q4 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.