Shore Point Advisors Q2 2026 Portfolio Activity: Focus On ETFs, Including Significant Increases In JCPB

Shore Point Advisors, Llc has released its investment activity data for the period ending June 30th, 2026.

The firm demonstrated a continued focus on Exchange Traded Funds (ETFs) during this quarter. Increases were observed in several prominent JPMorgan ETFs and Dimensional funds, suggesting confidence in these institutional products. Notably, the fund significantly boosted its position in J P MORGAN EXCHANGE TRADED F (JCPB), increasing holdings by 495.8% quarter-over-quarter.

Alongside this major increase, Shore Point Advisors also added shares to other JPMorgan offerings. The J P MORGAN EXCHANGE TRADED F (JMOM) saw a modest 6.76% rise in its portfolio weighting, while the Dimensional fund DIMENSIONAL ETF TRUST (DFIS) increased by 0.12 percentage points to reach an allocation of approximately 8.02%. Furthermore, the firm invested in American Century's AVSC fund and PGIM's PULS ETF.

The investor also showed strong interest in iShares and Dimensional funds more broadly. The DIMENSIONAL ETF TRUST (DUHP) allocation grew by 0.06 percentage points to about 2.47%, while the iShares fund IMTM increased slightly, adding around 0.13 percentage points.

In contrast to the ETF additions, Shore Point Advisors divested from one stock position this quarter: APPLE INC (AAPL). The firm sold shares in Apple during Q2 2026. However, it's important to note that the data provided does not detail any other individual stocks or ETFs held by the portfolio.

Overall, this filing indicates Shore Point Advisors' active management involves strategic additions and exits within their preferred universe of institutional funds. The significant increase in JCPB suggests a particular interest in certain market segments accessible through that fund structure.