JPMorgan Short Duration CoreJSCPETF
13F holders, Q3 2024 (September 30)70holders +12
16new positions
7sold out
1famous investor
$47.52avg. 13F price*
At the end of Q3 2024, 70 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 12 from Q2 2024. 16 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($56.1M), EP Wealth Advisors, LLC ($54.8M) and WMS Partners, LLC ($47.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.4M |
| Exits | 7 | $901K |
All 13F filers, Q2 2024 → Q3 2024: 657,808 shares bought and 1,069,138 shares sold, net −411,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -22.6% | 1,180,567 | $56.1M |
| EP Wealth Advisors, LLC | 0.47% | Add +6.5% | 1,152,941 | $54.8M |
| WMS Partners, LLC | 2.63% | Add +4.1% | 988,947 | $47.0M |
| 5th Street Advisors, LLC | 9.61% | Reduce -10.4% | 415,553 | $19.7M |
| Roof Eidam Maycock Peralta, LLC | 4.01% | Reduce -6.1% | 331,497 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Add +12.6% | 300,432 | $14.3M |
| Bridgewealth Advisory Group, LLC | 4.59% | Add +13.5% | 265,478 | $12.6M |
| Shorepoint Capital Partners LLC | 2.35% | Add +8.4% | 216,876 | $10.3M |
| Cwm, LLC | 0.03% | Add +114.0% | 153,297 | $7.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.2% | 139,654 | $6.6M |
| Waverly Advisors, LLC | 0.12% | Add +6.3% | 134,021 | $6.4M |
| SkyOak Wealth, LLC | 1.38% | Add +24.6% | 130,874 | $6.2M |
| Platform Technology Partners | 1.87% | Add +33.2% | 125,470 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -81.7% | 123,722 | $5.9M |
| Transform Wealth, LLC | 0.34% | Reduce -0.9% | 108,367 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +44.1% | 94,295 | $4.5M |
| Milestone Investment Advisors LLC | 1.23% | Reduce -4.6% | 92,231 | $4.4M |
| Tradition Wealth Management, LLC | 0.38% | Add +0.2% | 89,027 | $4.2M |
| MAI Capital Management | 0.03% | Add +142.4% | 75,023 | $3.6M |
| Noesis Capital Mangement Corp. | 0.59% | Reduce -0.9% | 62,991 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +5.0% | 59,543 | $2.8M |
| Heritage Wealth Management, Inc. | 0.84% | Add +9.3% | 54,109 | $2.6M |
| UBS Group AG | 0.00% | Add +1.3% | 45,396 | $2.2M |
| Perigon Wealth Management, LLC | 0.05% | New | 42,435 | $2.0M |
| Kingsview Wealth Management, LLC | 0.04% | New | 40,524 | $1.9M |
| GeoWealth Management, LLC | 0.06% | Reduce -0.3% | 35,281 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +3.4% | 31,150 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.44% | Add +0.3% | 30,652 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +93.7% | 29,830 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +4.0% | 26,998 | $1.3M |
| LexAurum Advisors, LLC | 0.27% | Add +3.1% | 25,681 | $1.2M |
| FAS Wealth Partners, Inc. | 0.09% | Add +1.3% | 24,422 | $1.2M |
| Interchange Capital Partners, LLC | 0.40% | Reduce -0.9% | 23,927 | $1.1M |
| Lowe Wealth Advisors, LLC | 0.48% | Add +3.9% | 23,412 | $1.1M |
| Lodestone Wealth Management LLC | 0.53% | Add +1.3% | 22,333 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.0% | 20,898 | $977K |
| Global Retirement Partners, LLC | 0.03% | Add +3092.8% | 18,965 | $901K |
| Lodestar Private Asset Management LLC | 0.11% | Add +6.2% | 18,228 | $866K |
| Legacy Investment Solutions, LLC | 0.44% | — | 15,582 | $729K |
| Legacy Wealth Managment, LLC | 0.44% | — | 15,582 | $729K |
| Susquehanna International Group, LLP | 0.00% | New | 15,205 | $723K |
| MidAtlantic Capital Management, Inc. | 0.50% | Add +120.2% | 14,378 | $683K |
| Jane Street Group, LLC | 0.00% | Reduce -84.0% | 13,709 | $651K |
| Citadel Advisors | 0.00% | New | 12,937 | $615K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -19.7% | 11,650 | $554K |
| Southeast Asset Advisors, LLC | 0.06% | New | 11,085 | $527K |
| Invenio Wealth Partners LLC | 0.22% | New | 10,581 | $503K |
| Summit Wealth Partners, LLC | 0.09% | No change | 9,983 | $474K |
| TD Capital Management LLC | 0.05% | New | 9,696 | $461K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 9,539 | $453K |
| Flow Traders U.S. LLC | 0.02% | Add +72.8% | 9,070 | $431K |
| MML Investors Services, LLC | 0.00% | Add +6.5% | 8,981 | $427K |
| Vawter Financial, Ltd. | 0.24% | Add +24.1% | 8,350 | $397K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,327 | $301K |
| Keybank National Association | 0.00% | New | 6,230 | $296K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -18.5% | 6,020 | $286K |
| CGN Advisors LLC | 0.03% | New | 5,973 | $284K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.0% | 5,803 | $276K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,199 | $247K |
| Leo Wealth, LLC | 0.02% | New | 4,827 | $229K |
| Captrust Financial Advisors | 0.00% | New | 4,713 | $224K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,253 | $155K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,000 | $143K |
| Jones Financial Companies LLLP | 0.00% | New | 1,919 | $91K |
| Clearstead Trust, LLC | 0.01% | No change | 1,288 | $61K |
| PNC Financial Services Group, Inc. | 0.00% | New | 600 | $29K |
| Colonial Trust Advisors | 0.00% | No change | 268 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 202 | $10K |
| Trust Co. of Vermont | 0.00% | New | 189 | $9K |
| Park Place Capital Corp | 0.00% | Reduce -90.4% | 50 | $2K |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.