JPMorgan Short Duration CoreJSCPETF
13F holders, Q2 2025 (June 30)92holders +13
20new positions
9sold out
$47.43avg. 13F price*
At the end of Q2 2025, 92 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 13 from Q1 2025. 20 opened new positions and 9 sold out. The largest holders were EP Wealth Advisors, LLC ($88.4M), JPMorgan Chase & Co. ($66.4M) and HB Wealth Management, LLC ($52.7M).
- Company
- JPMorgan Short Duration Core
- CUSIP
- 46641Q274
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $48.7M |
| Exits | 9 | $4.5M |
All 13F filers, Q1 2025 → Q2 2025: 2,560,706 shares bought and 1,925,469 shares sold, net +635,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| EP Wealth Advisors, LLC | 0.58% | Add +48.7% | 1,863,913 | $88.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 1,398,693 | $66.4M |
| HB Wealth Management, LLC | 0.42% | Reduce -0.7% | 1,111,660 | $52.7M |
| Cwm, LLC | 0.11% | Reduce -2.8% | 686,431 | $32.6M |
| Hennion & Walsh Asset Management, Inc. | 0.72% | New | 375,075 | $17.8M |
| 5th Street Advisors, LLC | 8.83% | Reduce -12.8% | 374,706 | $17.8M |
| Roof Eidam Maycock Peralta, LLC | 3.60% | Add +0.6% | 307,590 | $14.6M |
| Bridgewealth Advisory Group, LLC | 3.58% | Add +1425.4% | 297,180 | $14.1M |
| Roberts Wealth Advisors, LLC | 3.64% | Add +103.8% | 266,880 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.7% | 258,424 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -86.5% | 259,727 | $12.2M |
| Osaic Holdings, Inc. | 0.02% | Add +101.2% | 242,671 | $11.5M |
| SkyOak Wealth, LLC | 2.16% | Add +5.4% | 226,657 | $10.8M |
| Jane Street Group, LLC | 0.02% | Add +220.5% | 216,731 | $10.3M |
| Visionary Wealth Advisors | 0.45% | Add +42.4% | 187,727 | $8.9M |
| NorthCoast Asset Management LLC | 0.03% | New | 166,761 | $7.9M |
| Waverly Advisors, LLC | 0.07% | Reduce -2.1% | 141,598 | $6.7M |
| TD Capital Management LLC | 0.61% | Add +18.1% | 137,036 | $6.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 124,032 | $5.9M |
| Perigon Wealth Management, LLC | 0.13% | Add +8.7% | 119,131 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 111,557 | $5.3M |
| Milestone Investment Advisors LLC | 1.13% | Reduce -1.3% | 91,435 | $4.3M |
| Bellevue Asset Management, LLC | 1.96% | New | 84,916 | $4.0M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -1.1% | 68,285 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 64,632 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +519.6% | 61,768 | $2.9M |
| 21 West Wealth Management LLC | 2.93% | — | 61,246 | $2.9M |
| MAI Capital Management | 0.02% | Reduce -5.7% | 59,659 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.3% | 56,033 | $2.7M |
| Noesis Capital Mangement Corp. | 0.45% | Reduce -14.7% | 54,244 | $2.6M |
| UBS Group AG | 0.00% | Reduce -10.5% | 51,613 | $2.4M |
| Merit Financial Group, LLC | 0.03% | New | 50,066 | $2.4M |
| Heritage Wealth Management, Inc. | 0.74% | Reduce -4.8% | 48,165 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +4.5% | 46,870 | $2.2M |
| Flow Traders U.S. LLC | 0.08% | New | 46,847 | $2.2M |
| Main Street Financial Solutions, LLC | 0.16% | Add +195.4% | 45,473 | $2.2M |
| Promethium Advisors,llc | 1.16% | Add +16.6% | 40,115 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -1.9% | 39,344 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 37,697 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | — | 33,836 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.42% | Add +0.9% | 29,895 | $1.4M |
| BCGM Wealth Management, LLC | 0.35% | Add +17.0% | 26,197 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -55.0% | 25,883 | $1.2M |
| FAS Wealth Partners, Inc. | 0.09% | Add +1.3% | 25,327 | $1.2M |
| LexAurum Advisors, LLC | 0.18% | Reduce -0.6% | 24,411 | $1.2M |
| Frederick Financial Consultants, LLC | 0.70% | Add +13.3% | 23,765 | $1.1M |
| Lowe Wealth Advisors, LLC | 0.44% | Reduce 0.0% | 23,716 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 23,525 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -7.3% | 23,027 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +17.0% | 21,601 | $1.0M |
| Southeast Asset Advisors, LLC | 0.11% | Add +0.5% | 19,397 | $920K |
| Lodestar Private Asset Management LLC | 0.10% | Add +0.6% | 18,960 | $899K |
| AIFG Consultants Ltd. | 1.56% | Add +65.2% | 16,897 | $802K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.8% | 16,644 | $790K |
| Interchange Capital Partners, LLC | 0.18% | Add +18.5% | 16,115 | $764K |
| MidAtlantic Capital Management, Inc. | 0.52% | Add +1.6% | 15,347 | $728K |
| LPL Financial LLC | 0.00% | Add +0.5% | 14,869 | $705K |
| Lodestone Wealth Management LLC | 0.31% | Add +1.1% | 13,414 | $636K |
| Barnes Pettey Financial Advisors, LLC | 0.37% | New | 11,607 | $551K |
| Signet Financial Management, LLC | 0.07% | New | 11,393 | $540K |
| USAdvisors Wealth Management, LLC | 0.18% | Add +8.7% | 10,079 | $478K |
| Invenio Wealth Partners LLC | 0.19% | No change | 9,978 | $473K |
| Tortoise Investment Management, LLC | 0.04% | No change | 9,485 | $450K |
| Legacy Edge Advisors, LLC | 0.05% | New | 8,598 | $408K |
| HRT Financial LP | 0.00% | New | 8,598 | $407K |
| Summit Wealth Partners, LLC | 0.07% | No change | 8,058 | $382K |
| Leo Wealth, LLC | 0.03% | New | 7,303 | $346K |
| Legacy Investment Solutions, LLC | 0.16% | — | 6,205 | $294K |
| Legacy Wealth Managment, LLC | 0.16% | Reduce -62.2% | 6,205 | $294K |
| Prospera Financial Services Inc | 0.01% | New | 5,759 | $273K |
| CGN Advisors LLC | 0.02% | Add +20.0% | 5,528 | $262K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,400 | $256K |
| Mosaic Financial Group, LLC | 0.19% | No change | 5,313 | $252K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.4% | 5,147 | $244K |
| Gradient Capital Advisors, LLC | 0.07% | Add +4.5% | 4,909 | $233K |
| One Capital Management, LLC | 0.01% | New | 4,775 | $227K |
| Barnes Wealth Management Group, Inc | 0.13% | Add +6.1% | 4,694 | $223K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,234 | $201K |
| HFM Investment Advisors, LLC | 0.08% | Reduce -6.0% | 4,041 | $192K |
| Wells Fargo & Company | 0.00% | New | 3,086 | $146K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,005 | $143K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $142K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,627 | $77K |
| Clearstead Trust, LLC | 0.01% | No change | 1,288 | $61K |
| Centricity Wealth Management, LLC | 0.02% | No change | 525 | $25K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.4% | 500 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 268 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 220 | $10K |
| Royal Bank of Canada | 0.00% | New | 163 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 69 | $3K |
| Capital Analysts, LLC | 0.00% | New | 23 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $65 |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.