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Wealthspire Advisors (New York)’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Wealthspire Advisors (New York)’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 		$3.13M Buy
66,366
+14,576
+28% +$687K 0.02% 337
2026
Q1 		$2.45M Sell
51,790
-2,427
-4% -$115K 0.02% 254
2025
Q4 		$2.58M Buy
54,217
+27,572
+103% +$1.31M 0.02% 256
2025
Q3 		$1.27M Buy
+26,645
New +$1.26M 0.01% 343

Other funds holding JSCP

JP Morgan Chase
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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s JSCP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 28% in Q2 2026, buying an estimated $687K and bringing the position to 66,366 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #337.

Wealthspire Advisors (New York) first reported a position in JSCP in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Wealthspire Advisors (New York) held 66,366 shares of JPMorgan Short Duration Core Plus ETF worth $3.13M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 14,576 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $687K.
  • JPMorgan Short Duration Core Plus ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #337 holding.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Short Duration Core Plus ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.