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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$46.96 +0.09 (+0.19%)
As of 02/21/2025 04:10 PM Eastern

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)
$126.01M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$52.59M
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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
2/21/2025WNY Asset Management LLC4,612$215K0.0%N/A0.037%
2/17/2025 Waverly Advisors LLC140,030$6.53M0.1%+4.5%1.537%
2/17/2025 EP Wealth Advisors LLC1,229,803$57.35M0.5%+6.7%13.499%
2/17/2025 Captrust Financial Advisors67,677$3.16M0.0%+1,336.0%0.743%
2/17/2025 Citadel Advisors LLC25,454$1.19M0.0%+96.8%0.279%
2/14/2025 FAS Wealth Partners Inc.24,714$1.15M0.1%+1.2%0.271%
2/14/2025 Bridgewealth Advisory Group LLC298,047$13.94M4.0%+12.3%3.272%
2/14/2025 Shorepoint Capital Partners LLC219,550$10.24M2.3%+1.2%2.410%
2/14/2025 Tradition Wealth Management LLC85,894$4.01M0.4%-3.5%0.943%
2/14/2025 GeoWealth Management LLC31,869$1.49M0.0%-9.7%0.350%
2/13/2025 Main Street Financial Solutions LLC4,465$208K0.0%N/A0.049%
2/13/2025 Legacy Investment Solutions LLC10,720$501K0.3%-31.2%0.118%
2/13/2025 Raymond James Financial Inc.30,342$1.42M0.0%N/A0.333%
2/13/2025 Southeast Asset Advisors LLC17,513$817K0.1%+58.0%0.192%
2/13/2025 Envestnet Asset Management Inc.4,704$219K0.0%-25.7%0.052%
2/12/2025 Milestone Investment Advisors LLC99,881$4.66M1.3%+8.3%1.096%
2/12/2025 Mosaic Financial Group LLC5,313$248K0.2%N/A0.058%
2/12/2025 Riggs Capital Management LLC41,501$1.94M1.9%N/A0.456%
2/12/2025 JPMorgan Chase & Co.1,217,477$56.77M0.0%+3.1%13.364%
2/12/2025 Ausdal 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%
2/11/2025 LPL Financial LLC59,202$2.76M0.0%N/A0.650%
2/10/2025 Thrivent Financial for Lutherans148,214$6.91M0.0%+6.1%1.627%
2/7/2025 HighTower Advisors LLC288,237$13.44M0.0%-4.1%3.164%
2/7/2025 Tortoise Investment Management LLC10,485$489K0.1%-10.0%0.115%
2/7/2025 PNC Financial Services Group Inc.1,964$92K0.0%+227.3%0.022%
2/7/2025 Beam Wealth Advisors Inc.29,264$1.37M0.4%-4.5%0.321%
2/6/2025 Raymond James Financial Inc.30,342$1.42M0.0%N/A0.333%
2/6/2025 Jones Financial Companies Lllp8,692$405K0.0%+352.9%0.095%
2/5/2025 Heritage Wealth Management Inc.53,475$2.49M0.8%-1.2%0.587%
2/5/2025 Noesis Capital Mangement Corp65,471$3.05M0.6%+3.9%0.719%
2/5/2025 TD Capital Management LLC79,188$3.69M0.4%+716.7%0.869%
2/4/2025 BCGM Wealth Management LLC20,246$944K0.3%N/A0.222%
1/31/2025 Global Retirement Partners LLC29,672$1.38M0.0%+56.5%0.326%
1/31/2025 Vawter 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%
1/31/2025 Sanctuary Advisors LLC22,407$1.05M0.0%+7.2%0.246%
1/30/2025 Lodestone Wealth Management LLC21,936$1.02M0.5%-1.8%0.241%
1/30/2025 MidAtlantic Capital Management Inc.14,778$689K0.5%+2.8%0.162%
1/29/2025 Gradient Capital Advisors LLC4,697$219K0.1%N/A0.052%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
1/29/2025 AIFG Consultants Ltd.4,576$213K0.3%N/A0.050%
1/28/2025 Kingsview Wealth Management LLC44,522$2.08M0.0%+9.9%0.489%
1/28/2025 Lodestar Private Asset Management LLC18,898$881K0.1%+3.7%0.207%
1/28/2025 5th Street Advisors LLC425,717$19.85M10.3%+2.4%4.673%
1/27/2025 Summit Wealth Partners LLC8,058$376K0.1%-19.3%0.088%
1/24/2025 SkyOak Wealth LLC194,566$9.07M1.9%+48.7%2.136%
1/23/2025 USAdvisors Wealth Management LLC8,270$385K0.1%+37.4%0.091%
1/22/2025 Perigon 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%
1/17/2025 Beaumont Financial Advisors LLC41,941$1.96M0.1%N/A0.460%
1/17/2025 Transform 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%
12/26/2024 JPMorgan Chase & Co.1,180,567$56.10M0.0%-22.6%12.959%
11/25/2024 Wilmington Savings Fund Society FSB3,253$155K0.0%N/A0.036%
11/25/2024 Sanctuary Advisors LLC20,898$977K0.0%+9.0%0.229%
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%
10/17/2024 LexAurum 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%
9/5/2024 Sanctuary 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%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
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%
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%
(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, 84 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were 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), Bridgewealth Advisory Group LLC ($13.94M), and HighTower Advisors LLC ($13.44M).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: EP Wealth Advisors LLC ($1.33M), Wealth Enhancement Advisory Services LLC ($677.09K), 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 5,231,815 shares in the last 24 months. This purchase volume represents approximately $241.81M in transactions.

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

Of the 37 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 1,410,022 shares in the last 24 months. This volume of shares sold represents approximately $66.52M in transactions.



This page (NYSEARCA:JSCP) was last updated on 2/22/2025 by MarketBeat.com Staff
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