Visionary Wealth Advisors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Visionary Wealth Advisors’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	$259K	Sell	5,484 -28,484	-84%	-$1.34M	0.01%	588
2026 Q1	$1.61M	Sell	33,968 -89,772	-73%	-$4.27M	0.07%	218
2025 Q4	$5.88M	Sell	123,740 -35,328	-22%	-$1.68M	0.27%	98
2025 Q3	$7.57M	Sell	159,068 -28,659	-15%	-$1.36M	0.35%	77
2025 Q2	$8.91M	Buy	187,727 +55,910	+42%	+$2.63M	0.45%	58
2025 Q1	$6.22M	Buy	+131,817	New	+$6.18M	0.37%	76

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

Visionary Wealth Advisors's JSCP Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 84% in Q2 2026, selling an estimated $1.34M and leaving 5,484 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #588.

Visionary Wealth Advisors first reported a position in JSCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.91M in Q2 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Visionary Wealth Advisors held 5,484 shares of JPMorgan Short Duration Core Plus ETF worth $259K as of Q2 2026.
Visionary Wealth Advisors sold 28,484 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $1.34M.
JPMorgan Short Duration Core Plus ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #588 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and has held it in 6 quarters since.
Visionary Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $8.91M in Q2 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.