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Whitegate Investment Counselors’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

Whitegate Investment Counselors’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
-1,224
-18% -$57.7K 0.07% 63
2026
Q1 		$317K Buy
6,708
+1,012
+18% +$48.1K 0.1% 53
2025
Q4 		$271K Buy
+5,696
New +$271K 0.08% 53

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 $7.08B 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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Whitegate Investment Counselors's JSCP Position: Q2 2026 in Review

Whitegate Investment Counselors reduced its JPMorgan Short Duration Core Plus ETF (JSCP) stake by 18% in Q2 2026, selling an estimated $57.7K and leaving 5,484 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #63.

Whitegate Investment Counselors first reported a position in JSCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q1 2026. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

  • Whitegate Investment Counselors held 5,484 shares of JPMorgan Short Duration Core Plus ETF worth $259K as of Q2 2026.
  • Whitegate Investment Counselors sold 1,224 JPMorgan Short Duration Core Plus ETF shares in Q2 2026, an estimated $57.7K.
  • JPMorgan Short Duration Core Plus ETF made up 0.07% of Whitegate Investment Counselors's portfolio in Q2 2026, its #63 holding.
  • Whitegate Investment Counselors first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2025 and has held it in 3 quarters since.
  • Whitegate Investment Counselors's JPMorgan Short Duration Core Plus ETF position peaked at $317K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.