JSCP β€” JPMORGAN SHORT DURATION CORE PLUS ETF

Ownership history in INVENIO WEALTH PARTNERS LLC  Β·  7 quarters on record

AI Ownership Summary

INVENIO WEALTH PARTNERS LLC reported JPMORGAN SHORT DURATION CORE PLUS ETF (JSCP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q3. The latest visible filing shows JSCP at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JSCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVENIO WEALTH PARTNERS LLC's position in JPMORGAN SHORT DURATION CORE PLUS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JSCP was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How INVENIO WEALTH PARTNERS LLC held JSCP β€” position size vs. price
% of Fund (quarterly)    JSCP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,978 β€” 0% 0.19% $472K 2026-04-14 $47.35
2025 Q4 UNCHANGED 9,978 β€” 0% 0.18% $475K 2026-02-13 $47.42
2025 Q3 UNCHANGED 9,978 β€” 0% 0.17% $475K 2025-11-13 $46.64
2025 Q2 UNCHANGED 9,978 β€” 0% 0.19% $473K 2025-08-11 $45.99
2025 Q1 REDUCED 9,978 -687 -6.4% 0.20% $471K 2025-05-13 $44.98
2024 Q4 ADDED 10,665 +84 +0.8% 0.21% $497K 2025-02-12 $44.22
2024 Q3 INITIATED 10,581 β€” β€” 0.22% $503K 2024-11-13 $43.80

FAQ About INVENIO WEALTH PARTNERS LLC and JSCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has INVENIO WEALTH PARTNERS LLC reported owning JSCP?

INVENIO WEALTH PARTNERS LLC reported JSCP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JSCP position in INVENIO WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for JSCP was 0.22% in 2024 Q3.

What is the latest reported JSCP position on this page?

The most recent filing on this page is 2026 Q1, when INVENIO WEALTH PARTNERS LLC reported 9,978 shares, equal to 0.19% of portfolio, with an estimated market value of $472K.

What does the chart on this JSCP ownership page compare?

The chart compares INVENIO WEALTH PARTNERS LLC's quarterly JSCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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