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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$47.35 +0.08 (+0.17%)
As of 08/1/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$266.86M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$150.51M
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JSCP Institutional Buying and Selling by Quarter

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
8/1/2025Envestnet Asset Management Inc.16,644$790K0.0%+18.8%0.121%
7/31/2025 Interchange Capital Partners LLC16,115$764K0.2%+18.5%0.118%
7/30/2025 D.A. Davidson & CO.56,033$2.66M0.0%-2.3%0.409%
7/29/2025 Roof Eidam Maycock Peralta LLC307,590$14.59M3.6%+0.6%2.244%
7/28/2025 5th Street Advisors LLC374,706$17.78M8.8%-12.8%2.733%
7/25/2025 CWM LLC686,431$32.56M0.1%-2.8%5.007%
7/24/2025 Leo Wealth LLC7,303$346K0.0%N/A0.053%
7/23/2025 Bellevue Asset Management LLC84,916$4.03M2.0%N/A0.619%
7/23/2025 Roberts Wealth Advisors LLC266,880$12.66M3.6%+103.8%1.947%
7/22/2025 USAdvisors Wealth Management LLC10,079$478K0.2%+8.7%0.074%
7/21/2025 AIFG Consultants Ltd.16,897$802K1.6%+65.2%0.123%
7/17/2025 HB Wealth Management LLC1,111,660$52.74M0.4%-0.7%8.108%
7/16/2025 Beaumont Financial Advisors LLC39,344$1.87M0.1%-1.9%0.287%
7/16/2025 Perigon Wealth Management LLC119,131$5.65M0.1%+8.7%0.869%
7/15/2025 Signet Financial Management LLC11,393$540K0.1%N/A0.083%
7/15/2025 CGN Advisors LLC5,528$262K0.0%+20.0%0.040%
7/10/2025 Wealth Enhancement Advisory Services LLC259,727$12.23M0.0%-86.5%1.894%
7/8/2025 21 West Wealth Management LLC61,246$2.91M2.9%N/A0.447%
5/19/2025Jane Street Group LLC67,620$3.19M0.0%N/A0.542%
5/16/2025 HFM Investment Advisors LLC4,301$203K0.1%N/A0.034%
5/16/2025Legacy Wealth Managment LLC ID16,426$775K0.5%+53.2%0.132%
5/16/2025 5th Street Advisors LLC429,640$20.28M9.8%+0.9%3.445%
5/15/2025Promethium Advisors LLC34,390$1.62M1.0%N/A0.276%
5/15/2025EP Wealth Advisors LLC1,253,794$59.19M0.5%+2.0%10.054%
5/15/2025MAI Capital Management63,254$2.99M0.0%-0.4%0.507%
5/15/2025TD Capital Management LLC116,059$5.48M0.6%+46.6%0.931%
5/15/2025Tortoise Investment Management LLC9,485$448K0.0%-9.5%0.076%
5/14/2025Southeast Asset Advisors LLC19,293$911K0.1%+10.2%0.155%
5/14/2025Barnes Wealth Management Group Inc4,426$209K0.1%N/A0.035%
5/14/2025Tradition Wealth Management LLC69,024$3.26M0.3%-19.6%0.554%
5/13/2025Bridgewealth Advisory Group LLC19,482$920K1.2%-93.5%0.156%
5/13/2025HighTower Advisors LLC274,100$12.94M0.0%-4.9%2.198%
5/12/2025Beam Wealth Advisors Inc.29,617$1.40M0.5%+1.2%0.238%
5/9/2025 Roof Eidam Maycock Peralta LLC305,707$14.43M3.8%-0.9%2.452%
5/9/2025PNC Financial Services Group Inc.4,309$203K0.0%+119.4%0.035%
5/8/2025BCGM Wealth Management LLC22,398$1.06M0.3%+10.6%0.180%
5/7/2025 HB Wealth Management LLC1,119,948$52.87M0.4%N/A8.981%
5/6/2025 USAdvisors Wealth Management LLC9,273$437K0.2%+12.1%0.074%
5/6/2025Noesis Capital Mangement Corp63,616$3.00M0.6%-2.8%0.510%
5/5/2025FAS Wealth Partners Inc.25,011$1.18M0.1%+1.2%0.201%
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5/2/2025Kingsview Wealth Management LLC44,866$2.12M0.0%+0.8%0.362%
5/2/2025Frederick Financial Consultants LLC20,969$990K0.7%N/A0.169%
5/1/2025 CWM LLC706,243$33.34M0.1%+306.7%5.705%
5/1/2025 SkyOak Wealth LLC215,090$10.15M2.2%+10.5%1.737%
4/29/2025Heritage Wealth Management Inc.50,620$2.39M0.8%-5.3%0.409%
4/29/2025Envestnet Asset Management Inc.14,011$661K0.0%+197.9%0.113%
4/28/2025 D.A. Davidson & CO.57,336$2.71M0.0%-0.7%0.463%
4/28/2025Milestone Investment Advisors LLC92,681$4.38M1.2%-7.2%0.749%
4/28/2025Lodestone Wealth Management LLC13,261$626K0.3%-39.5%0.107%
4/25/2025MidAtlantic Capital Management Inc.15,099$713K0.6%+2.2%0.122%
4/23/2025 Perigon Wealth Management LLC109,645$5.18M0.1%+23.6%0.886%
4/23/2025 AIFG Consultants Ltd.10,229$483K0.8%+123.5%0.083%
4/22/2025 Cambridge Investment Research Advisors Inc.8,980$424K0.0%-16.8%0.073%
4/21/2025 Roberts Wealth Advisors LLC130,957$6.18M1.9%N/A1.058%
4/16/2025 Wealth Enhancement Advisory Services LLC1,917,581$90.53M0.2%+6.5%15.489%
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%
3/17/2025 Wealth 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%
2/11/2025 Interchange 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%
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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%
1/31/2025 D.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%
1/29/2025 Gradient Capital Advisors LLC4,697$219K0.1%N/A0.052%
(Data available from 1/1/2016 forward)

JSCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JSCP shares?

During the previous two years, 89 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($59.19M), JPMorgan Chase & Co. ($56.77M), HB Wealth Management LLC ($52.74M), CWM LLC ($32.56M), 5th Street Advisors LLC ($17.78M), Roof Eidam Maycock Peralta LLC ($14.59M), and HighTower Advisors LLC ($12.94M).Learn more on JPMorgan Short Duration Core Plus ETF's institutional investors.

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

Of the 83 institutional investors that purchased JPMorgan Short Duration Core Plus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($2.47M), EP Wealth Advisors LLC ($1.24M), HB Wealth Management LLC ($1.12M), CWM LLC ($644.97K), 5th Street Advisors LLC ($487.86K), Roberts Wealth Advisors LLC ($266.88K), and Bridgewealth Advisory Group LLC ($266.47K).

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

Institutional investors have bought a total of 5,684,059 shares in the last 24 months. This purchase volume represents approximately $266.86M in transactions.

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

Of the 30 institutional investors that sold JPMorgan Short Duration Core Plus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($2.21M), JPMorgan Chase & Co. ($343.93K), Bridgewealth Advisory Group LLC ($278.57K), 5th Street Advisors LLC ($103.01K), Jane Street Group LLC ($71.77K), HighTower Advisors LLC ($26.33K), and Roof Eidam Maycock Peralta LLC ($24.13K).

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

Institutional investors have sold a total of 3,173,362 shares in the last 24 months. This volume of shares sold represents approximately $150.51M in transactions.


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This page (NYSEARCA:JSCP) was last updated on 8/2/2025 by MarketBeat.com Staff
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