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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$46.89 +0.03 (+0.06%)
As of 01:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$203.35M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$52.62M
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JSCP Institutional Buying and Selling by Quarter

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JPMorgan Short Duration Core Plus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Transform Wealth LLC164,368$7.76M0.5%+39.4%1.328%
4/14/2025 LexAurum Advisors LLC24,560$1.16M0.2%+10.9%0.198%
4/10/2025 CGN Advisors LLC4,606$217K0.0%-23.5%0.035%
4/8/2025 Lowe Wealth Advisors LLC23,717$1.12M0.5%+6.8%0.178%
3/17/2025Wealth Enhancement Advisory Services LLC1,801,181$83.99M0.2%+1,355.8%13.802%
2/21/2025WNY Asset Management LLC4,612$215K0.0%N/A0.037%
2/17/2025Waverly Advisors LLC140,030$6.53M0.1%+4.5%1.537%
2/17/2025EP Wealth Advisors LLC1,229,803$57.35M0.5%+6.7%13.499%
2/17/2025Captrust Financial Advisors67,677$3.16M0.0%+1,336.0%0.743%
2/17/2025Citadel Advisors LLC25,454$1.19M0.0%+96.8%0.279%
2/14/2025FAS Wealth Partners Inc.24,714$1.15M0.1%+1.2%0.271%
2/14/2025Bridgewealth Advisory Group LLC298,047$13.94M4.0%+12.3%3.272%
2/14/2025Shorepoint Capital Partners LLC219,550$10.24M2.3%+1.2%2.410%
2/14/2025Tradition Wealth Management LLC85,894$4.01M0.4%-3.5%0.943%
2/14/2025GeoWealth Management LLC31,869$1.49M0.0%-9.7%0.350%
2/13/2025Main Street Financial Solutions LLC4,465$208K0.0%N/A0.049%
2/13/2025Legacy Investment Solutions LLC10,720$501K0.3%-31.2%0.118%
2/13/2025Raymond James Financial Inc.30,342$1.42M0.0%N/A0.333%
2/13/2025Southeast Asset Advisors LLC17,513$817K0.1%+58.0%0.192%
2/13/2025Envestnet Asset Management Inc.4,704$219K0.0%-25.7%0.052%
2/12/2025Milestone Investment Advisors LLC99,881$4.66M1.3%+8.3%1.096%
2/12/2025Mosaic Financial Group LLC5,313$248K0.2%N/A0.058%
2/12/2025Riggs Capital Management LLC41,501$1.94M1.9%N/A0.456%
2/12/2025JPMorgan Chase & Co.1,217,477$56.77M0.0%+3.1%13.364%
2/12/2025Ausdal Financial Partners Inc.33,337$1.56M0.1%+7.0%0.366%
2/11/2025Interchange Capital Partners LLC13,600$634K0.2%-43.2%0.149%
2/11/2025LPL Financial LLC59,202$2.76M0.0%N/A0.650%
2/10/2025Thrivent Financial for Lutherans148,214$6.91M0.0%+6.1%1.627%
2/7/2025HighTower Advisors LLC288,237$13.44M0.0%-4.1%3.164%
2/7/2025Tortoise Investment Management LLC10,485$489K0.1%-10.0%0.115%
2/7/2025PNC Financial Services Group Inc.1,964$92K0.0%+227.3%0.022%
2/7/2025Beam Wealth Advisors Inc.29,264$1.37M0.4%-4.5%0.321%
2/6/2025Raymond James Financial Inc.30,342$1.42M0.0%N/A0.333%
2/6/2025Jones Financial Companies Lllp8,692$405K0.0%+352.9%0.095%
2/5/2025Heritage Wealth Management Inc.53,475$2.49M0.8%-1.2%0.587%
2/5/2025Noesis Capital Mangement Corp65,471$3.05M0.6%+3.9%0.719%
2/5/2025TD Capital Management LLC79,188$3.69M0.4%+716.7%0.869%
2/4/2025BCGM Wealth Management LLC20,246$944K0.3%N/A0.222%
1/31/2025Global Retirement Partners LLC29,672$1.38M0.0%+56.5%0.326%
1/31/2025Vawter Financial Ltd.10,245$478K0.3%+22.7%0.112%
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1/31/2025D.A. Davidson & CO.57,751$2.69M0.0%-3.0%0.634%
1/31/2025Sanctuary Advisors LLC22,407$1.05M0.0%+7.2%0.246%
1/30/2025Lodestone Wealth Management LLC21,936$1.02M0.5%-1.8%0.241%
1/30/2025MidAtlantic Capital Management Inc.14,778$689K0.5%+2.8%0.162%
1/29/2025Gradient Capital Advisors LLC4,697$219K0.1%N/A0.052%
1/29/2025AIFG Consultants Ltd.4,576$213K0.3%N/A0.050%
1/28/2025Kingsview Wealth Management LLC44,522$2.08M0.0%+9.9%0.489%
1/28/2025Lodestar Private Asset Management LLC18,898$881K0.1%+3.7%0.207%
1/28/20255th Street Advisors LLC425,717$19.85M10.3%+2.4%4.673%
1/27/2025Summit Wealth Partners LLC8,058$376K0.1%-19.3%0.088%
1/24/2025SkyOak Wealth LLC194,566$9.07M1.9%+48.7%2.136%
1/23/2025USAdvisors Wealth Management LLC8,270$385K0.1%+37.4%0.091%
1/22/2025Perigon Wealth Management LLC88,708$4.14M0.1%+109.0%0.974%
1/21/2025 LexAurum Advisors LLC22,140$1.03M0.2%-13.8%0.243%
1/17/2025Beaumont Financial Advisors LLC41,941$1.96M0.1%N/A0.460%
1/17/2025Transform Wealth LLC117,941$5.52M0.3%+8.8%1.295%
1/10/2025 Lowe Wealth Advisors LLC22,212$1.04M0.4%-5.1%0.244%
12/26/2024JPMorgan Chase & Co.1,180,567$56.10M0.0%-22.6%12.959%
11/25/2024Wilmington Savings Fund Society FSB3,253$155K0.0%N/A0.036%
11/25/2024Sanctuary Advisors LLC20,898$977K0.0%+9.0%0.229%
11/15/2024MML Investors Services LLC8,981$427K0.0%+6.5%0.099%
11/15/2024Legacy Investment Solutions LLC15,582$729K0.5%N/A0.171%
11/15/2024EP Wealth Advisors LLC1,152,941$54.79M0.5%+6.5%12.656%
11/15/2024Jane Street Group LLC13,709$651K0.0%-84.0%0.150%
11/15/2024Stifel Financial Corp26,998$1.28M0.0%+4.0%0.296%
11/15/2024HighTower Advisors LLC300,432$14.29M0.0%+12.5%3.298%
11/14/2024Flow Traders U.S. LLC9,070$431K0.0%+72.8%0.100%
11/14/2024Captrust Financial Advisors4,713$224K0.0%N/A0.052%
11/14/2024Noesis Capital Mangement Corp62,991$2.99M0.6%-0.9%0.691%
11/13/2024D.A. Davidson & CO.59,543$2.83M0.0%+5.0%0.654%
11/12/2024Kingsview Wealth Management LLC40,524$1.93M0.0%N/A0.445%
11/7/2024MidAtlantic Capital Management Inc.14,378$683K0.5%N/A0.158%
11/7/2024MAI Capital Management75,023$3.57M0.0%+142.4%0.824%
11/7/2024Thrivent Financial for Lutherans139,654$6.64M0.0%+6.2%1.533%
11/6/2024Vawter Financial Ltd.8,350$397K0.2%+24.1%0.092%
11/5/2024Platform Technology Partners125,470$5.96M1.9%+33.2%1.377%
11/1/20245th Street Advisors LLC415,553$19.75M9.6%-10.4%4.562%
11/1/2024Heritage Wealth Management Inc.54,109$2.57M0.8%+9.3%0.594%
10/30/2024Milestone Investment Advisors LLC92,231$4.38M1.2%-4.6%1.012%
10/29/2024Lodestone Wealth Management LLC22,333$1.06M0.5%+1.3%0.245%
10/28/2024Interchange Capital Partners LLC23,927$1.14M0.4%-0.9%0.263%
10/25/2024Lodestar Private Asset Management LLC18,228$866K0.1%+6.2%0.200%
10/24/2024Wealth Enhancement Advisory Services LLC123,722$5.88M0.0%-81.7%1.358%
10/22/2024Leo Wealth LLC4,827$229K0.0%N/A0.053%
10/21/2024Roof Eidam Maycock Peralta LLC331,497$15.75M4.0%-6.1%3.639%
10/17/2024 LexAurum Advisors LLC25,681$1.22M0.3%+3.1%0.282%
10/16/2024Global Retirement Partners LLC18,965$901K0.0%+3,092.8%0.208%
10/16/2024Transform Wealth LLC108,367$5.15M0.3%-0.9%1.190%
10/8/2024CWM LLC153,297$7.29M0.0%+114.0%1.683%
10/2/2024 Lowe Wealth Advisors LLC23,412$1.11M0.5%+3.9%0.257%
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9/11/2024Summit Wealth Partners LLC9,983$463K0.1%+9.3%0.110%
9/9/2024Heritage Wealth Management Inc.49,510$2.30M0.8%N/A0.543%
9/5/2024Sanctuary Advisors LLC19,174$882K0.0%N/A0.210%
8/19/2024EP Wealth Advisors LLC1,082,805$50.23M0.5%+14.1%11.886%
8/14/2024Bridgewealth Advisory Group LLC233,897$10.85M4.8%+38.0%2.567%
8/13/2024Thrivent Financial for Lutherans131,534$6.10M0.0%+28.2%1.444%
8/12/2024Middleton & Co. Inc. MA5,300$246K0.0%N/A0.058%
8/12/2024SkyOak Wealth LLC105,078$4.87M1.1%+26.5%1.153%
8/10/2024Sargent Investment Group LLC5,865$272K0.1%-4.5%0.064%
8/7/2024Beam Wealth Advisors Inc.30,545$1.42M0.5%+1.2%0.335%
(Data available from 1/1/2016 forward)

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JSCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JSCP shares?

During the previous two years, 84 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($83.99M), EP Wealth Advisors LLC ($57.35M), JPMorgan Chase & Co. ($56.77M), WMS Partners LLC ($37.50M), 5th Street Advisors LLC ($19.85M), Roof Eidam Maycock Peralta LLC ($15.75M), and Bridgewealth Advisory Group LLC ($13.94M).Learn more on JSCP's institutional investors.

Which institutional investors have been buying JPMorgan Short Duration Core Plus ETF stock?

Of the 73 institutional investors that purchased JPMorgan Short Duration Core Plus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($2.35M), EP Wealth Advisors LLC ($1.33M), 5th Street Advisors LLC ($483.94K), Roof Eidam Maycock Peralta LLC ($348.95K), Bridgewealth Advisory Group LLC ($266.47K), WMS Partners LLC ($201.13K), and SkyOak Wealth LLC ($168.77K).

How much institutional buying is happening at JPMorgan Short Duration Core Plus ETF?

Institutional investors have bought a total of 6,952,771 shares in the last 24 months. This purchase volume represents approximately $322.09M in transactions.

Which JPMorgan Short Duration Core Plus ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold JPMorgan Short Duration Core Plus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($553.37K), JPMorgan Chase & Co. ($343.93K), Jane Street Group LLC ($71.77K), Cerro Pacific Wealth Advisors LLC ($62.25K), 5th Street Advisors LLC ($58.22K), Tobias Financial Advisors Inc. ($47.38K), and HighTower Advisors LLC ($41.70K).

How much institutional selling is happening at JPMorgan Short Duration Core Plus ETF?

Institutional investors have sold a total of 1,381,270 shares in the last 24 months. This volume of shares sold represents approximately $65.19M in transactions.


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This page (NYSEARCA:JSCP) was last updated on 4/16/2025 by MarketBeat.com Staff
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