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

Vawter 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	$441K	Sell	9,364 -66	-0.7%	-$3.11K	0.17%	73
2026 Q1	$446K	Hold	9,430	–	–	0.19%	69
2025 Q4	$448K	Sell	9,430 -168	-2%	-$7.99K	0.19%	70
2025 Q3	$457K	Buy	+9,598	New	+$455K	0.21%	67
2025 Q2	–	Sell	-10,245	Closed	-$484K	–	69
2025 Q1	$484K	Hold	10,245	–	–	0.27%	55
2024 Q4	$478K	Buy	10,245 +1,895	+23%	+$88.9K	0.29%	51
2024 Q3	$397K	Buy	8,350 +1,620	+24%	+$76.2K	0.24%	60
2024 Q2	$312K	Buy	6,730 +430	+7%	+$19.9K	0.21%	67
2024 Q1	$293K	Hold	6,300	–	–	0.21%	64
2023 Q4	$293K	Hold	6,300	–	–	0.23%	57
2023 Q3	$286K	Hold	6,300	–	–	0.26%	52
2023 Q2	$289K	Buy	6,300 +470	+8%	+$21.7K	0.25%	58
2023 Q1	$270K	Hold	5,830	–	–	0.27%	44
2022 Q4	$266K	Buy	+5,830	New	+$265K	0.31%	42

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

Vawter Financial's JSCP Position: Q2 2026 in Review

Vawter Financial reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 0.7% in Q2 2026, selling an estimated $3.11K and leaving 9,364 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #73.

Vawter Financial first reported a position in JSCP in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q1 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Vawter Financial held 9,364 shares of JPMorgan Short Duration Core Plus ETF worth $441K as of Q2 2026.
Vawter Financial sold 66 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $3.11K.
JPMorgan Short Duration Core Plus ETF made up 0.17% of Vawter Financial's portfolio in Q2 2026, its #73 holding.
Vawter Financial first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 14 quarters since.
Vawter Financial's JPMorgan Short Duration Core Plus ETF position peaked at $484K in Q1 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.