JPMorgan Short Duration CoreJSCPETF
13F holders, Q1 2024 (March 31)53holders
1famous investor
$46.53avg. 13F price*
At the end of Q1 2024, 53 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($70.9M), EP Wealth Advisors, LLC ($44.2M) and WMS Partners, LLC ($41.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Short Duration Core
- CUSIP
- 46641Q274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $21.1M |
| Exits | 6 | $30.5M |
Ownership 53 holders
| JPMorgan Chase & Co. | 0.01% | Add +711792.1% | 1,523,449 | $70.9M |
| EP Wealth Advisors, LLC | 0.52% | Add +8.0% | 949,235 | $44.2M |
| WMS Partners, LLC | 2.84% | Reduce -0.0% | 887,820 | $41.3M |
| 5th Street Advisors, LLC | 11.90% | Add +18.8% | 451,207 | $21.0M |
| Roof Eidam Maycock Peralta, LLC | 4.46% | Reduce 0.0% | 348,947 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -12.8% | 277,949 | $12.9M |
| Tradition Wealth Management, LLC | 1.26% | Add +5.5% | 266,767 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Add +22.5% | 252,996 | $11.8M |
| Shorepoint Capital Partners LLC | 2.20% | New | 193,353 | $9.0M |
| Bridgewealth Advisory Group, LLC | 3.86% | Add +97.4% | 169,454 | $7.9M |
| Transform Wealth, LLC | 0.48% | Add +1.7% | 107,617 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +10.0% | 102,569 | $4.8M |
| Waverly Advisors, LLC | 0.11% | New | 100,748 | $4.7M |
| SkyOak Wealth, LLC | 0.93% | Add +187.4% | 83,056 | $3.9M |
| Noesis Capital Mangement Corp. | 0.75% | Reduce -1.4% | 72,250 | $3.4M |
| Coulter & Justus Financial Services, LLC | 0.75% | New | 72,250 | $3.4M |
| Norway Savings Bank | 1.32% | Add +29.6% | 67,939 | $3.2M |
| Milestone Investment Advisors LLC | 0.84% | Add +122.4% | 67,038 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +25.7% | 55,412 | $2.6M |
| Cwm, LLC | 0.01% | Add +288.9% | 55,095 | $2.6M |
| GeoWealth Management, LLC | 0.07% | New | 36,432 | $1.7M |
| Beam Wealth Advisors, Inc. | 0.84% | Add +1.1% | 30,190 | $1.4M |
| UBS Group AG | 0.00% | Add +21.5% | 29,510 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +6.3% | 26,982 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -78.5% | 26,565 | $1.2M |
| Lowe Wealth Advisors, LLC | 0.57% | Add +1.6% | 26,315 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Add +1.1% | 23,838 | $1.1M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -6.3% | 23,605 | $1.1M |
| MAI Capital Management | 0.01% | New | 22,381 | $1.0M |
| Lodestone Wealth Management LLC | 0.53% | Add +1.1% | 21,800 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -89.5% | 17,715 | $824K |
| LexAurum Advisors, LLC | 0.19% | Add +5.0% | 16,122 | $750K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.5% | 15,147 | $705K |
| Citadel Advisors | 0.00% | Reduce -81.0% | 14,930 | $695K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -3.7% | 14,805 | $689K |
| Susquehanna International Group, LLP | 0.00% | New | 13,743 | $639K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -84.7% | 9,381 | $437K |
| Summit Wealth Partners, LLC | 0.09% | New | 9,133 | $425K |
| MML Investors Services, LLC | 0.00% | Add +4.8% | 7,969 | $371K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +1.1% | 7,964 | $371K |
| USAdvisors Wealth Management, LLC | 0.13% | Add +3.5% | 7,557 | $352K |
| MidAtlantic Capital Management, Inc. | 0.27% | No change | 6,530 | $304K |
| Vawter Financial, Ltd. | 0.21% | No change | 6,300 | $293K |
| Sargent Investment Group, LLC | 0.06% | Reduce -15.5% | 6,140 | $286K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 5,803 | $270K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.1% | 5,221 | $243K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,953 | $230K |
| Park Place Capital Corp | 0.06% | Add +12.2% | 3,785 | $176K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,000 | $140K |
| Clearstead Trust, LLC | 0.02% | No change | 1,288 | $60K |
| Global Retirement Partners, LLC | 0.00% | No change | 594 | $28K |
| Colonial Trust Advisors | 0.00% | Add +12.6% | 268 | $12K |
| WR Wealth Planners, LLC | 0.00% | New | 202 | $9K |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.