Bridgewealth Advisory Group, LLC JSCP holdings history
JPMORGAN SHORT DURATION CORE · CUSIP 46641Q274 · CIK 1801982
As of 2026-06-30, Bridgewealth Advisory Group, LLC reported 387.80K JSCP (shares), valued at $18.28M, or 3.45% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 4.11%; reported value increased 3.77%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.45% | 387,797 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.65% | 372,489 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 3.72% | 354,395 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 3.36% | 304,345 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 3.58% | 297,180 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.21% | 19,482 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 3.94% | 298,047 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 4.59% | 265,478 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 4.81% | 233,897 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 3.86% | 169,454 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 3.06% | 85,831 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 3.06% | 85,831 | $4.00M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 3.86% | 169,454 | $7.88M | Shares increased 97.43%; reported value increased 97.35%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 4.81% | 233,897 | $10.85M | Shares increased 38.03%; reported value increased 37.61%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 4.59% | 265,478 | $12.62M | Shares increased 13.50%; reported value increased 16.27%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.94% | 298,047 | $13.94M | Shares increased 12.27%; reported value increased 10.50%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.21% | 19,482 | $919.75K | Shares decreased 93.46%; reported value decreased 93.40%, and weight changed -2.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 3.58% | 297,180 | $14.10M | Shares increased 1425.41%; reported value increased 1432.84%, and weight changed +2.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 3.36% | 304,345 | $14.49M | Shares increased 2.41%; reported value increased 2.78%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 3.72% | 354,395 | $16.85M | Shares increased 16.45%; reported value increased 16.32%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 3.65% | 372,489 | $17.62M | Shares increased 5.11%; reported value increased 4.54%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.45% | 387,797 | $18.28M | Shares increased 4.11%; reported value increased 3.77%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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