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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
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
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)
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
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
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

Visionary Wealth Advisors's JSCP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 73% in Q1 2026, selling an estimated $4.27M and leaving 33,968 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #218.

Visionary Wealth Advisors first reported a position in JSCP in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.91M in Q2 2025. 124 funds tracked by Wall St. Rank hold JSCP as of Q1 2026.

  • Visionary Wealth Advisors held 33,968 shares of JPMorgan Short Duration Core Plus ETF worth $1.61M as of Q1 2026.
  • Visionary Wealth Advisors sold 89,772 JPMorgan Short Duration Core Plus ETF shares in Q1 2026, an estimated $4.27M.
  • JPMorgan Short Duration Core Plus ETF made up 0.07% of Visionary Wealth Advisors's portfolio in Q1 2026, its #218 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Short Duration Core Plus ETF in Q1 2025 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's JPMorgan Short Duration Core Plus ETF position peaked at $8.91M in Q2 2025.
  • 124 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.