JPMorgan Short Duration CoreJSCPETF
13F holders, Q1 2025 (March 31)79holders +2
9new positions
3sold out
1famous investor
$47.21avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 2 from Q4 2024. 9 opened new positions and 3 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($90.5M), JPMorgan Chase & Co. ($65.0M) and EP Wealth Advisors, LLC ($59.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $71.9M |
| Exits | 3 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,626,211 shares bought and 562,520 shares sold, net +2,063,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +6.5% | 1,917,581 | $90.5M |
| JPMorgan Chase & Co. | 0.01% | Add +13.1% | 1,376,336 | $65.0M |
| EP Wealth Advisors, LLC | 0.47% | Add +1.9% | 1,253,794 | $59.2M |
| HB Wealth Management, LLC | 0.44% | New | 1,119,948 | $52.9M |
| Cwm, LLC | 0.13% | Add +306.7% | 706,243 | $33.3M |
| 5th Street Advisors, LLC | 9.78% | Add +0.9% | 429,640 | $20.3M |
| Roof Eidam Maycock Peralta, LLC | 3.83% | Reduce -0.9% | 305,707 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.9% | 274,100 | $12.9M |
| Shorepoint Capital Partners LLC | 2.39% | Add +2.1% | 224,086 | $10.6M |
| SkyOak Wealth, LLC | 2.22% | Add +10.6% | 215,090 | $10.2M |
| Transform Wealth, LLC | 0.47% | Add +39.4% | 164,368 | $7.8M |
| Waverly Advisors, LLC | 0.08% | Add +3.3% | 144,672 | $6.8M |
| Visionary Wealth Advisors | 0.37% | New | 131,817 | $6.2M |
| Roberts Wealth Advisors, LLC | 1.91% | New | 130,957 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +24.3% | 120,624 | $5.7M |
| TD Capital Management LLC | 0.56% | Add +46.6% | 116,059 | $5.5M |
| Perigon Wealth Management, LLC | 0.13% | Add +23.6% | 109,645 | $5.2M |
| Milestone Investment Advisors LLC | 1.21% | Reduce -7.2% | 92,681 | $4.4M |
| Tradition Wealth Management, LLC | 0.29% | Reduce -19.6% | 69,024 | $3.3M |
| Jane Street Group, LLC | 0.01% | New | 67,620 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -3.8% | 65,142 | $3.1M |
| Noesis Capital Mangement Corp. | 0.60% | Reduce -2.8% | 63,616 | $3.0M |
| MAI Capital Management | 0.02% | Reduce -0.4% | 63,254 | $3.0M |
| UBS Group AG | 0.00% | Reduce -1.5% | 57,668 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +377.1% | 57,505 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.7% | 57,336 | $2.7M |
| Heritage Wealth Management, Inc. | 0.81% | Reduce -5.3% | 50,620 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.8% | 44,866 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -4.4% | 40,091 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +20.7% | 36,617 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +8.4% | 36,141 | $1.7M |
| Promethium Advisors,llc | 1.04% | New | 34,390 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.47% | Add +1.2% | 29,617 | $1.4M |
| FAS Wealth Partners, Inc. | 0.10% | Add +1.2% | 25,011 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Reduce -22.0% | 24,846 | $1.2M |
| LexAurum Advisors, LLC | 0.22% | Add +10.9% | 24,560 | $1.2M |
| Lowe Wealth Advisors, LLC | 0.48% | Add +6.8% | 23,717 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 22,963 | $1.1M |
| BCGM Wealth Management, LLC | 0.32% | Add +10.6% | 22,398 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -14.4% | 21,789 | $1.0M |
| Frederick Financial Consultants, LLC | 0.71% | New | 20,969 | $990K |
| Bridgewealth Advisory Group, LLC | 1.21% | Reduce -93.5% | 19,482 | $920K |
| Southeast Asset Advisors, LLC | 0.11% | Add +10.2% | 19,293 | $911K |
| Lodestar Private Asset Management LLC | 0.11% | Reduce -0.3% | 18,841 | $889K |
| Jones Financial Companies LLLP | 0.00% | Add +112.3% | 18,457 | $871K |
| Legacy Wealth Managment, LLC | 0.56% | Add +53.2% | 16,426 | $775K |
| Main Street Financial Solutions, LLC | 0.06% | Add +244.8% | 15,396 | $727K |
| MidAtlantic Capital Management, Inc. | 0.56% | Add +2.2% | 15,099 | $713K |
| LPL Financial LLC | 0.00% | Reduce -75.0% | 14,803 | $699K |
| Envestnet Asset Management Inc. | 0.00% | Add +197.8% | 14,011 | $661K |
| Interchange Capital Partners, LLC | 0.18% | No change | 13,600 | $642K |
| Lodestone Wealth Management LLC | 0.33% | Reduce -39.5% | 13,261 | $626K |
| Susquehanna International Group, LLP | 0.00% | New | 12,976 | $613K |
| Vawter Financial, Ltd. | 0.27% | No change | 10,245 | $484K |
| AIFG Consultants Ltd. | 0.80% | Add +123.5% | 10,229 | $483K |
| Invenio Wealth Partners LLC | 0.20% | Reduce -6.4% | 9,978 | $471K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 9,969 | $471K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -9.5% | 9,485 | $448K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +12.1% | 9,273 | $437K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.8% | 8,980 | $424K |
| Summit Wealth Partners, LLC | 0.08% | No change | 8,058 | $380K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,400 | $255K |
| Mosaic Financial Group, LLC | 0.20% | No change | 5,313 | $251K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 4,697 | $222K |
| WNY Asset Management, LLC | 0.03% | Add +0.2% | 4,622 | $218K |
| CGN Advisors LLC | 0.02% | Reduce -23.5% | 4,606 | $217K |
| Barnes Wealth Management Group, Inc | 0.13% | New | 4,426 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | Add +119.4% | 4,309 | $203K |
| HFM Investment Advisors, LLC | 0.10% | — | 4,301 | $203K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -7.6% | 3,005 | $142K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $142K |
| Clearstead Trust, LLC | 0.01% | No change | 1,288 | $61K |
| Centricity Wealth Management, LLC | 0.02% | No change | 525 | $25K |
| Bank of America Corp. | 0.00% | No change | 497 | $23K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.0% | 493 | $23K |
| Ameriflex Group, Inc. | 0.01% | New | 437 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 268 | $13K |
| Park Place Capital Corp | 0.00% | No change | 50 | $2K |
| Morgan Stanley | 0.00% | Reduce -99.8% | 1 | $84 |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.