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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

JPMorgan Short Duration Core Plus ETF logo
$46.77 -0.02 (-0.04%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$147.21M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$35.52M
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JSCP Institutional Buying and Selling by Quarter

JPMorgan Short Duration Core Plus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC8,981$427K0.0%+6.5%0.099%
11/15/2024 Legacy Investment Solutions LLC15,582$729K0.5%N/A0.171%
11/15/2024 EP Wealth Advisors LLC1,152,941$54.79M0.5%+6.5%12.656%
11/15/2024 Jane Street Group LLC13,709$651K0.0%-84.0%0.150%
11/15/2024 Stifel Financial Corp26,998$1.28M0.0%+4.0%0.296%
11/15/2024 HighTower Advisors LLC300,432$14.29M0.0%+12.5%3.298%
11/14/2024 Flow Traders U.S. LLC9,070$431K0.0%+72.8%0.100%
11/14/2024 Captrust Financial Advisors4,713$224K0.0%N/A0.052%
11/14/2024 Noesis Capital Mangement Corp62,991$2.99M0.6%-0.9%0.691%
11/13/2024 D.A. Davidson & CO.59,543$2.83M0.0%+5.0%0.654%
11/12/2024 Kingsview Wealth Management LLC40,524$1.93M0.0%N/A0.445%
11/7/2024 MidAtlantic Capital Management Inc.14,378$683K0.5%N/A0.158%
11/7/2024 MAI Capital Management75,023$3.57M0.0%+142.4%0.824%
11/7/2024 Thrivent Financial for Lutherans139,654$6.64M0.0%+6.2%1.533%
11/6/2024 Vawter Financial Ltd.8,350$397K0.2%+24.1%0.092%
11/5/2024 Platform Technology Partners125,470$5.96M1.9%+33.2%1.377%
11/1/2024 5th 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%
8/19/2024 EP Wealth Advisors LLC1,082,805$50.23M0.5%+14.1%11.886%
8/14/2024 Bridgewealth Advisory Group LLC233,897$10.85M4.8%+38.0%2.567%
8/13/2024 Thrivent Financial for Lutherans131,534$6.10M0.0%+28.2%1.444%
8/12/2024 Middleton & Co. Inc. MA5,300$246K0.0%N/A0.058%
8/12/2024 SkyOak Wealth LLC105,078$4.87M1.1%+26.5%1.153%
8/10/2024 Sargent Investment Group LLC5,865$272K0.1%-4.5%0.064%
8/7/2024 Beam Wealth Advisors Inc.30,545$1.42M0.5%+1.2%0.335%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

8/6/2024 Ausdal Financial Partners Inc.30,134$1.40M0.1%+11.7%0.331%
8/5/2024 5th Street Advisors LLC463,632$21.51M11.2%+2.8%5.089%
8/2/2024 Vawter Financial Ltd.6,730$312K0.2%+6.8%0.074%
8/2/2024 Tortoise 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%
5/16/2024 Waverly Advisors LLC100,748$4.69M0.1%N/A1.106%
5/14/2024 EP Wealth Advisors LLC949,235$44.17M0.5%+8.0%10.420%
5/10/2024 Osaic Holdings Inc.252,996$11.76M0.0%+22.5%2.839%
5/4/2024 Noesis Capital Mangement Corp72,250$3.36M0.7%-1.4%0.811%
5/2/2024 USAdvisors Wealth Management LLC7,557$352K0.1%+3.5%0.085%
5/1/2024 5th 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%
4/30/2024 Beam Wealth Advisors Inc.30,190$1.41M0.8%+1.1%0.339%
4/30/2024 SkyOak 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%
4/18/2024 Bridgewealth 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%
2/29/2024 Tortoise Investment Management LLC25,185$1.17M0.2%-2.7%0.451%
2/28/2024 EP Wealth Advisors LLC879,237$40.93M0.5%+8.5%15.729%
2/13/2024 Platform Technology Partners69,670$3.23M1.3%+154.3%1.246%
2/12/2024 Tradition Wealth Management LLC252,899$11.77M1.3%+18.2%4.524%
2/12/2024 5th Street Advisors LLC379,843$17.68M10.9%-2.6%6.795%
2/12/2024 Stifel Financial Corp123,822$5.76M0.0%N/A2.215%
2/9/2024 Milestone Investment Advisors LLC30,147$1.40M0.4%+39.7%0.539%
2/9/2024 D.A. Davidson & CO.44,075$2.05M0.0%-1.0%0.788%
2/8/2024 Tortoise 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%
2/6/2024 Noesis 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%
2/5/2024 Bridgewealth Advisory Group LLC85,831$4.00M3.1%N/A1.535%
2/5/2024 Sargent Investment Group LLC7,265$338K0.1%-17.2%0.130%
2/1/2024 CWM LLC14,165$659K0.0%N/A0.253%
1/31/2024 Beam Wealth Advisors Inc.29,863$1.39M0.9%-16.8%0.534%
1/30/2024 Scissortail 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%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

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%
1/12/2024 SkyOak 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%
11/24/2023 EP Wealth Advisors LLC810,559$36.77M0.6%+6,227.1%14.500%
11/13/2023 Clearstead Advisors LLC1,288$58K0.0%N/A0.023%
11/8/2023 Ausdal Financial Partners Inc.33,351$1.51M0.2%+11.6%0.597%
11/8/2023 HighTower Advisors LLC303,215$13.75M0.0%+16.1%5.424%
(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, 70 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($54.79M), 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 ($14.29M), 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 59 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 ($1.25M), 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 ($341.92K), 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 5,637,742 shares in the last 24 months. This purchase volume represents approximately $259.67M in transactions.

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

Of the 35 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), Legacy Wealth Management Inc ($124.80K), Tobias Financial Advisors Inc. ($104.31K), Jane Street Group LLC ($71.77K), Cerro Pacific Wealth Advisors LLC ($64.29K), 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 1,438,549 shares in the last 24 months. This volume of shares sold represents approximately $67.09M in transactions.



This page (NYSEARCA:JSCP) was last updated on 11/20/2024 by MarketBeat.com Staff
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