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

XML 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 Q3	$215K	Buy	+4,684	New	+$219K	0.02%	420

Other funds holding JSCP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $248M AUM 12.8% 1-Year Est. Return

XML Financial's JSCP Position: Q3 2026 in Review

XML Financial opened a new position in JPMorgan Short Duration Core Plus ETF (JSCP) in Q3 2026: 4,684 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

121 funds tracked by Wall St. Rank hold JSCP as of Q3 2026.

XML Financial held 4,684 shares of JPMorgan Short Duration Core Plus ETF worth $215K as of Q3 2026.
JPMorgan Short Duration Core Plus ETF was a new XML Financial position in Q3 2026.
JPMorgan Short Duration Core Plus ETF made up 0.02% of XML Financial's portfolio in Q3 2026, its #420 holding.
121 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.