JPMorgan Short Duration CoreJSCPETF
13F holders, Q2 2024 (June 30)58holders +5
7new positions
4sold out
$46.39avg. 13F price*
At the end of Q2 2024, 58 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 5 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($70.7M), EP Wealth Advisors, LLC ($50.2M) and WMS Partners, LLC ($44.1M).
- Company
- JPMorgan Short Duration Core
- CUSIP
- 46641Q274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $33.0M |
| Exits | 4 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,230,811 shares bought and 505,385 shares sold, net +725,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| JPMorgan Chase & Co. | 0.01% | Add +0.1% | 1,524,494 | $70.7M |
| EP Wealth Advisors, LLC | 0.53% | Add +14.1% | 1,082,805 | $50.2M |
| WMS Partners, LLC | 2.83% | Add +7.0% | 949,597 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | New | 677,088 | $31.4M |
| 5th Street Advisors, LLC | 11.24% | Add +2.8% | 463,632 | $21.5M |
| Roof Eidam Maycock Peralta, LLC | 4.44% | Add +1.1% | 352,976 | $16.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.0% | 266,935 | $12.4M |
| Bridgewealth Advisory Group, LLC | 4.81% | Add +38.0% | 233,897 | $10.9M |
| Shorepoint Capital Partners LLC | 2.18% | Add +3.5% | 200,064 | $9.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +28.2% | 131,534 | $6.1M |
| Waverly Advisors, LLC | 0.11% | Add +25.2% | 126,143 | $5.9M |
| Transform Wealth, LLC | 0.38% | Add +1.6% | 109,371 | $5.1M |
| SkyOak Wealth, LLC | 1.14% | Add +26.5% | 105,078 | $4.9M |
| Milestone Investment Advisors LLC | 1.19% | Add +44.3% | 96,705 | $4.5M |
| Platform Technology Partners | 1.50% | — | 94,223 | $4.4M |
| Tradition Wealth Management, LLC | 0.40% | Reduce -66.7% | 88,888 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +382.5% | 85,476 | $4.0M |
| Cwm, LLC | 0.02% | Add +30.0% | 71,643 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -74.1% | 65,438 | $3.0M |
| Noesis Capital Mangement Corp. | 0.65% | Reduce -12.1% | 63,541 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +2.3% | 56,681 | $2.6M |
| Heritage Wealth Management, Inc. | 0.77% | — | 49,510 | $2.3M |
| UBS Group AG | 0.00% | Add +51.8% | 44,795 | $2.1M |
| GeoWealth Management, LLC | 0.07% | Reduce -2.9% | 35,373 | $1.6M |
| MAI Capital Management | 0.01% | Add +38.3% | 30,953 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.47% | Add +1.2% | 30,545 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +11.7% | 30,134 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 25,950 | $1.2M |
| LexAurum Advisors, LLC | 0.28% | Add +54.5% | 24,913 | $1.2M |
| Interchange Capital Partners, LLC | 0.41% | New | 24,142 | $1.1M |
| FAS Wealth Partners, Inc. | 0.10% | Add +1.2% | 24,119 | $1.1M |
| Lowe Wealth Advisors, LLC | 0.48% | Reduce -14.3% | 22,538 | $1.0M |
| Lodestone Wealth Management LLC | 0.54% | Add +1.2% | 22,056 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 19,174 | $882K |
| Lodestar Private Asset Management LLC | 0.11% | Add +15.9% | 17,166 | $796K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 15,402 | $714K |
| Tortoise Investment Management, LLC | 0.08% | Reduce -38.5% | 14,515 | $673K |
| Summit Wealth Partners, LLC | 0.10% | Add +9.3% | 9,983 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 9,236 | $428K |
| MML Investors Services, LLC | 0.00% | Add +5.9% | 8,436 | $391K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +1.2% | 8,058 | $374K |
| USAdvisors Wealth Management, LLC | 0.12% | Reduce -2.2% | 7,388 | $342K |
| Vawter Financial, Ltd. | 0.21% | Add +6.8% | 6,730 | $312K |
| MidAtlantic Capital Management, Inc. | 0.25% | No change | 6,530 | $303K |
| Sargent Investment Group, LLC | 0.06% | Reduce -4.5% | 5,865 | $272K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.0% | 5,860 | $272K |
| Middleton & Co. Inc. | 0.03% | New | 5,300 | $246K |
| Flow Traders U.S. LLC | 0.01% | New | 5,249 | $243K |
| NewEdge Advisors, LLC | 0.00% | Add +5.0% | 5,199 | $241K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,000 | $139K |
| Clearstead Trust, LLC | 0.01% | No change | 1,288 | $60K |
| Global Retirement Partners, LLC | 0.00% | No change | 594 | $28K |
| Park Place Capital Corp | 0.01% | Reduce -86.2% | 523 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 268 | $12K |
| WR Wealth Planners, LLC | 0.00% | No change | 202 | $9K |
| Mercer Global Advisors Inc. | 0.00% | New | 100 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 98 | $5K |
| Morgan Stanley | 0.00% | New | 1 | $68 |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.