JPMorgan Short Duration CoreJSCPETF
13F holders, Q4 2024 (December 31)77holders +7
10new positions
6sold out
1famous investor
$46.64avg. 13F price*
At the end of Q4 2024, 77 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 7 from Q3 2024. 10 opened new positions and 6 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($84.0M), EP Wealth Advisors, LLC ($57.3M) and JPMorgan Chase & Co. ($56.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.8M |
| Exits | 6 | $8.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,419,948 shares bought and 293,957 shares sold, net +2,125,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +1355.8% | 1,801,181 | $84.0M |
| EP Wealth Advisors, LLC | 0.47% | Add +6.7% | 1,229,803 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 1,217,477 | $56.8M |
| WMS Partners, LLC | 2.76% | Add +7.0% | 1,057,969 | $49.3M |
| 5th Street Advisors, LLC | 10.32% | Add +2.5% | 425,717 | $19.9M |
| Roof Eidam Maycock Peralta, LLC | 3.71% | Reduce -7.0% | 308,357 | $14.4M |
| Bridgewealth Advisory Group, LLC | 3.94% | Add +12.3% | 298,047 | $13.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.1% | 288,237 | $13.4M |
| Shorepoint Capital Partners LLC | 2.34% | Add +1.2% | 219,550 | $10.2M |
| SkyOak Wealth, LLC | 1.94% | Add +48.7% | 194,566 | $9.1M |
| Cwm, LLC | 0.03% | Add +13.3% | 173,645 | $8.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.1% | 148,214 | $6.9M |
| Waverly Advisors, LLC | 0.10% | Add +4.5% | 140,030 | $6.5M |
| Transform Wealth, LLC | 0.31% | Add +8.8% | 117,941 | $5.5M |
| Milestone Investment Advisors LLC | 1.27% | Add +8.3% | 99,881 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2.9% | 97,035 | $4.5M |
| Perigon Wealth Management, LLC | 0.10% | Add +109.0% | 88,708 | $4.1M |
| Tradition Wealth Management, LLC | 0.35% | Reduce -3.5% | 85,894 | $4.0M |
| TD Capital Management LLC | 0.38% | Add +716.7% | 79,188 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +1336.0% | 67,677 | $3.2M |
| Noesis Capital Mangement Corp. | 0.58% | Add +3.9% | 65,471 | $3.1M |
| MAI Capital Management | 0.02% | Reduce -15.4% | 63,496 | $3.0M |
| LPL Financial LLC | 0.00% | New | 59,202 | $2.8M |
| UBS Group AG | 0.00% | Add +29.0% | 58,549 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.0% | 57,751 | $2.7M |
| Heritage Wealth Management, Inc. | 0.83% | Reduce -1.2% | 53,475 | $2.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +9.9% | 44,522 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.15% | New | 41,941 | $2.0M |
| Riggs Capital Management LLC | 1.90% | — | 41,501 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +7.0% | 33,337 | $1.6M |
| GeoWealth Management, LLC | 0.05% | Reduce -9.7% | 31,869 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 30,342 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +56.5% | 29,672 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.43% | Reduce -4.5% | 29,264 | $1.4M |
| Citadel Advisors | 0.00% | Add +96.8% | 25,454 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Add +1.2% | 24,714 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.2% | 22,407 | $1.1M |
| Lowe Wealth Advisors, LLC | 0.44% | Reduce -5.1% | 22,212 | $1.0M |
| LexAurum Advisors, LLC | 0.21% | Reduce -13.8% | 22,140 | $1.0M |
| Lodestone Wealth Management LLC | 0.51% | Reduce -1.8% | 21,936 | $1.0M |
| BCGM Wealth Management, LLC | 0.30% | New | 20,246 | $944K |
| Lodestar Private Asset Management LLC | 0.11% | Add +3.7% | 18,898 | $881K |
| Southeast Asset Advisors, LLC | 0.10% | Add +58.0% | 17,513 | $817K |
| MidAtlantic Capital Management, Inc. | 0.50% | Add +2.8% | 14,778 | $689K |
| Interchange Capital Partners, LLC | 0.23% | Reduce -43.2% | 13,600 | $634K |
| MML Investors Services, LLC | 0.00% | Add +34.2% | 12,052 | $562K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -63.8% | 10,797 | $503K |
| Legacy Investment Solutions, LLC | 0.33% | Reduce -31.2% | 10,720 | $501K |
| Legacy Wealth Managment, LLC | 0.33% | Reduce -31.2% | 10,720 | $501K |
| Invenio Wealth Partners LLC | 0.21% | Add +0.8% | 10,665 | $497K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -10.0% | 10,485 | $489K |
| Vawter Financial, Ltd. | 0.29% | Add +22.7% | 10,245 | $478K |
| Flow Traders U.S. LLC | 0.02% | Add +10.3% | 10,009 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 9,580 | $447K |
| Jones Financial Companies LLLP | 0.00% | Add +352.9% | 8,692 | $405K |
| USAdvisors Wealth Management, LLC | 0.13% | Add +37.4% | 8,270 | $385K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -19.3% | 8,058 | $376K |
| CGN Advisors LLC | 0.03% | Add +0.8% | 6,019 | $281K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 5,400 | $252K |
| Mosaic Financial Group, LLC | 0.18% | New | 5,313 | $248K |
| Leo Wealth, LLC | 0.02% | No change | 4,827 | $225K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.6% | 4,704 | $219K |
| Gradient Capital Advisors, LLC | 0.07% | New | 4,697 | $219K |
| WNY Asset Management, LLC | 0.03% | New | 4,612 | $215K |
| AIFG Consultants Ltd. | 0.35% | New | 4,576 | $213K |
| Main Street Financial Solutions, LLC | 0.02% | New | 4,465 | $208K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,253 | $152K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $140K |
| PNC Financial Services Group, Inc. | 0.00% | Add +227.3% | 1,964 | $92K |
| Clearstead Trust, LLC | 0.01% | No change | 1,288 | $60K |
| Centricity Wealth Management, LLC | 0.02% | — | 525 | $24K |
| Bank of America Corp. | 0.00% | New | 497 | $23K |
| Comprehensive Financial Planning, Inc. | 0.02% | — | 488 | $23K |
| Morgan Stanley | 0.00% | New | 432 | $20K |
| Colonial Trust Advisors | 0.00% | No change | 268 | $12K |
| WR Wealth Planners, LLC | 0.00% | No change | 202 | $9K |
| Park Place Capital Corp | 0.00% | No change | 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.