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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

JPMorgan Short Duration Core Plus ETF logo
$46.70
-0.04 (-0.09%)
(As of 11/1/2024 ET)
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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)
41
Total
Institutional Inflows
(last 12 months)
$136.88M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$33.76M
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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
11/1/20245th Street Advisors LLC415,553$19.75M9.6%-10.4%4.562%
11/1/2024 Heritage Wealth Management Inc.54,109$2.57M0.8%+9.3%0.594%
10/30/2024 Milestone Investment Advisors LLC92,231$4.38M1.2%-4.6%1.012%
10/29/2024 Lodestone Wealth Management LLC22,333$1.06M0.5%+1.3%0.245%
10/28/2024 Interchange Capital Partners LLC23,927$1.14M0.4%-0.9%0.263%
10/25/2024 Lodestar Private Asset Management LLC18,228$866K0.1%+6.2%0.200%
10/24/2024 Wealth Enhancement Advisory Services LLC123,722$5.88M0.0%-81.7%1.358%
10/22/2024 Leo Wealth LLC4,827$229K0.0%N/A0.053%
10/21/2024 Roof Eidam Maycock Peralta LLC331,497$15.75M4.0%-6.1%3.639%
10/17/2024LexAurum Advisors LLC25,681$1.22M0.3%+3.1%0.282%
10/16/2024 Global Retirement Partners LLC18,965$901K0.0%+3,092.8%0.208%
10/16/2024 Transform Wealth LLC108,367$5.15M0.3%-0.9%1.190%
10/8/2024 CWM LLC153,297$7.29M0.0%+114.0%1.683%
10/2/2024 Lowe Wealth Advisors LLC23,412$1.11M0.5%+3.9%0.257%
9/11/2024 Summit Wealth Partners LLC9,983$463K0.1%+9.3%0.110%
9/9/2024 Heritage 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%
8/12/2024 Middleton & 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%
8/6/2024 Ausdal Financial Partners Inc.30,134$1.40M0.1%+11.7%0.331%
8/5/20245th Street Advisors LLC463,632$21.51M11.2%+2.8%5.089%
8/2/2024Vawter Financial Ltd.6,730$312K0.2%+6.8%0.074%
8/2/2024Tortoise Investment Management LLC14,515$673K0.1%-38.5%0.159%
8/1/2024 Interchange Capital Partners LLC24,142$1.12M0.4%N/A0.265%
7/30/2024 Lodestar Private Asset Management LLC17,166$796K0.1%+15.9%0.188%
7/29/2024FAS Wealth Partners Inc.24,119$1.12M0.1%+1.2%0.265%
7/16/2024 Lodestone Wealth Management LLC22,056$1.02M0.5%+1.2%0.242%
7/16/2024 Wealth Enhancement Advisory Services LLC677,088$31.41M0.1%N/A7.432%
7/15/2024 Transform Wealth LLC109,371$5.07M0.4%+1.6%1.201%
7/10/2024 CWM LLC71,643$3.32M0.0%+30.0%0.786%
7/9/2024 Lowe Wealth Advisors LLC22,538$1.05M0.5%-14.4%0.247%
5/16/2024Waverly Advisors LLC100,748$4.69M0.1%N/A1.106%
5/14/2024EP Wealth Advisors LLC949,235$44.17M0.5%+8.0%10.420%
5/10/2024Osaic Holdings Inc.252,996$11.76M0.0%+22.5%2.839%
5/4/2024Noesis Capital Mangement Corp72,250$3.36M0.7%-1.4%0.811%
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5/2/2024USAdvisors Wealth Management LLC7,557$352K0.1%+3.5%0.085%
5/1/20245th Street Advisors LLC451,207$21.00M11.9%+18.8%5.064%
4/30/2024 Lodestone Wealth Management LLC21,800$1.01M0.5%+1.1%0.245%
4/30/2024Beam Wealth Advisors Inc.30,190$1.41M0.8%+1.1%0.339%
4/30/2024SkyOak Wealth LLC83,056$3.87M0.9%+187.4%0.932%
4/29/2024FAS Wealth Partners Inc.23,838$1.11M0.1%+1.1%0.268%
4/25/2024 Lodestar Private Asset Management LLC14,805$689K0.1%-3.7%0.166%
4/18/2024Bridgewealth Advisory Group LLC169,454$7.89M3.9%+97.4%1.906%
4/18/2024 Park Place Capital Corp3,785$176K0.1%+12.1%0.043%
4/16/2024 Norway Savings Bank67,939$3.16M1.3%+29.6%0.764%
4/16/2024 Transform Wealth LLC107,617$5.01M0.5%+1.7%1.211%
4/10/2024LexAurum Advisors LLC16,122$750K0.2%+5.0%0.181%
4/9/2024 Lowe Wealth Advisors LLC26,315$1.22M0.6%+1.6%0.471%
2/29/2024Tortoise Investment Management LLC25,185$1.17M0.2%-2.7%0.451%
2/28/2024EP Wealth Advisors LLC879,237$40.93M0.5%+8.5%15.729%
2/13/2024Platform Technology Partners69,670$3.23M1.3%+154.3%1.246%
2/12/2024Tradition Wealth Management LLC252,899$11.77M1.3%+18.2%4.524%
2/12/20245th Street Advisors LLC379,843$17.68M10.9%-2.6%6.795%
2/12/2024Stifel Financial Corp123,822$5.76M0.0%N/A2.215%
2/9/2024 Milestone Investment Advisors LLC30,147$1.40M0.4%+39.7%0.539%
2/9/2024D.A. Davidson & CO.44,075$2.05M0.0%-1.0%0.788%
2/8/2024Tortoise Investment Management LLC25,185$1.17M0.2%-2.7%0.451%
2/7/2024 Roof Eidam Maycock Peralta LLC348,952$16.24M4.9%+0.7%6.242%
2/6/2024Noesis Capital Mangement Corp73,250$3.41M0.8%-2.1%1.310%
2/5/2024First Ascent Asset Management LLC24,920$1.16M0.1%+6.7%0.446%
2/5/2024Bridgewealth Advisory Group LLC85,831$4.00M3.1%N/A1.535%
2/5/2024Sargent Investment Group LLC7,265$338K0.1%-17.2%0.130%
2/1/2024 CWM LLC14,165$659K0.0%N/A0.253%
1/31/2024Beam Wealth Advisors Inc.29,863$1.39M0.9%-16.8%0.534%
1/30/2024Scissortail Wealth Management LLC27,924$1.30M0.4%N/A0.500%
1/29/2024 Lodestar Private Asset Management LLC15,372$716K0.1%-11.6%0.275%
1/24/2024 Park Place Capital Corp3,375$157K0.1%-34.1%0.060%
1/23/2024StrategIQ Financial Group LLC78,188$3.64M0.4%+33.5%1.399%
1/23/2024FAS Wealth Partners Inc.23,580$1.10M0.1%+1.1%0.422%
1/19/2024 Patriot Financial Group Insurance Agency LLC7,878$367K0.1%N/A0.141%
1/12/2024 Norway Savings Bank52,403$2.44M1.1%+23.1%0.937%
1/12/2024SkyOak Wealth LLC28,901$1.35M0.4%N/A0.517%
1/11/2024 Ausdal Financial Partners Inc.25,388$1.18M0.1%-23.9%0.454%
1/11/2024LexAurum Advisors LLC15,359$715K0.2%+55.0%0.275%
1/5/2024 Lowe Wealth Advisors LLC25,890$1.21M0.6%+4.8%0.463%
11/24/2023EP Wealth Advisors LLC810,559$36.77M0.6%+6,227.1%14.500%
11/13/2023Clearstead Advisors LLC1,288$58K0.0%N/A0.023%
11/8/2023 Ausdal Financial Partners Inc.33,351$1.51M0.2%+11.6%0.597%
11/8/2023HighTower Advisors LLC303,215$13.75M0.0%+16.1%5.424%
11/8/2023Platform Technology Partners27,394$1.24M0.6%+4.4%0.490%
11/8/2023D.A. Davidson & CO.44,523$2.02M0.0%+9.3%0.796%
11/8/2023First Ascent Asset Management LLC23,366$1.06M0.1%-12.0%0.418%
11/7/2023Madison Wealth Management17,538$796K0.2%+32.5%0.314%
11/7/2023Clearstead Advisors LLC1,288$58K0.0%N/A0.023%
11/4/2023Noesis Capital Mangement Corp74,820$3.39M0.9%-22.6%1.338%
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11/3/2023 Tobias Financial Advisors Inc.73,404$3.33M0.9%-13.9%1.313%
10/31/20235th Street Advisors LLC389,987$17.69M11.7%N/A6.977%
10/31/2023 Lodestar Private Asset Management LLC17,380$788K0.1%+47.8%0.311%
10/26/2023Beam Wealth Advisors Inc.35,903$1.63M1.2%-8.7%0.642%
10/26/2023 Pennsylvania Capital Management Inc. ADV7,269$330K0.1%-11.8%0.130%
10/24/2023 Cambridge Investment Research Advisors Inc.5,207$236K0.0%-16.5%0.093%
10/23/2023FAS Wealth Partners Inc.23,318$1.06M0.1%+1.0%0.417%
10/23/2023Commonwealth Equity Services LLC166,994$7.58M0.0%+3.4%2.987%
10/23/2023 Lowe Wealth Advisors LLC24,695$1.12M0.6%+8.8%0.442%
10/19/2023 Roof Eidam Maycock Peralta LLC346,570$15.72M5.2%+15.0%6.200%
(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, 62 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($50.23M), Legacy Wealth Management Inc ($46.81M), WMS Partners LLC ($37.50M), 5th Street Advisors LLC ($19.75M), Roof Eidam Maycock Peralta LLC ($15.75M), HighTower Advisors LLC ($13.75M), and Tradition Wealth Management LLC ($11.77M).Learn more on JSCP's institutional investors.

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

Of the 52 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: EP Wealth Advisors LLC ($1.18M), WMS Partners LLC ($810.28K), Wealth Enhancement Advisory Services LLC ($677.09K), 5th Street Advisors LLC ($473.78K), Roof Eidam Maycock Peralta LLC ($348.95K), HighTower Advisors LLC ($308.42K), and Bridgewealth Advisory Group LLC ($233.90K).

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

Institutional investors have bought a total of 5,367,675 shares in the last 24 months. This purchase volume represents approximately $246.83M in transactions.

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

Of the 34 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), EP Wealth Advisors LLC ($151.03K), Tobias Financial Advisors Inc. ($128.35K), Legacy Wealth Management Inc ($124.80K), Cerro Pacific Wealth Advisors LLC ($64.29K), Nelson Capital Management LLC ($59.47K), and 5th Street Advisors LLC ($58.22K).

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

Institutional investors have sold a total of 1,507,624 shares in the last 24 months. This volume of shares sold represents approximately $70.07M in transactions.


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This page (NYSEARCA:JSCP) was last updated on 11/2/2024 by MarketBeat.com Staff
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