JPMorgan Short Duration CoreJSCPETF
13F holders, Q3 2025 (September 30)93holders +1
13new positions
11sold out
1famous investor
$47.63avg. 13F price*
At the end of Q3 2025, 93 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 1 from Q2 2025. 13 opened new positions and 11 sold out. The largest holders were JPMorgan Chase & Co. ($82.8M), HB Wealth Management, LLC ($42.8M) and Cwm, LLC ($40.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $42.5M |
| Exits | 11 | $8.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,521,009 shares bought and 688,222 shares sold, net +1,832,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| JPMorgan Chase & Co. | 0.01% | Add +24.3% | 1,739,036 | $82.8M |
| HB Wealth Management, LLC | 0.29% | Reduce -19.1% | 899,138 | $42.8M |
| Cwm, LLC | 0.12% | Add +23.0% | 844,131 | $40.2M |
| Osaic Holdings, Inc. | 0.03% | Add +96.4% | 476,556 | $22.7M |
| Apella Capital, LLC | 0.48% | New | 449,839 | $21.4M |
| Hennion & Walsh Asset Management, Inc. | 0.68% | Add +4.7% | 392,511 | $18.7M |
| Roberts Wealth Advisors, LLC | 4.71% | Add +39.3% | 371,733 | $17.7M |
| 5th Street Advisors, LLC | 8.72% | Reduce -1.3% | 369,744 | $17.6M |
| Roof Eidam Maycock Peralta, LLC | 3.76% | Add +5.7% | 325,087 | $15.5M |
| Bridgewealth Advisory Group, LLC | 3.36% | Add +2.4% | 304,345 | $14.5M |
| Integrated Wealth Concepts LLC | 0.12% | New | 272,513 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.7% | 271,990 | $12.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.2% | 269,350 | $12.8M |
| Signet Financial Management, LLC | 1.35% | Add +2045.4% | 244,423 | $11.6M |
| SkyOak Wealth, LLC | 2.19% | Add +7.3% | 243,153 | $11.6M |
| Shorepoint Capital Partners LLC | 2.11% | — | 223,025 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.1% | 219,638 | $10.5M |
| TD Capital Management LLC | 0.93% | Add +58.4% | 217,013 | $10.3M |
| NorthCoast Asset Management LLC | 0.04% | Add +25.4% | 209,171 | $10.0M |
| Visionary Wealth Advisors | 0.35% | Reduce -15.3% | 159,068 | $7.6M |
| Waverly Advisors, LLC | 0.07% | Add +0.1% | 141,715 | $6.7M |
| Main Street Financial Solutions, LLC | 0.37% | Add +167.1% | 121,461 | $5.8M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -4.2% | 114,120 | $5.4M |
| Milestone Investment Advisors LLC | 1.13% | Add +4.4% | 95,445 | $4.5M |
| Bellevue Asset Management, LLC | 2.05% | Add +10.0% | 93,427 | $4.4M |
| Legacy Edge Advisors, LLC | 0.41% | Add +759.0% | 73,860 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +3.4% | 66,848 | $3.2M |
| 21 West Wealth Management LLC | 2.92% | Add +5.5% | 64,581 | $3.1M |
| UBS Group AG | 0.00% | Add +24.1% | 64,049 | $3.0M |
| MAI Capital Management | 0.02% | Add +6.1% | 63,308 | $3.0M |
| Noesis Capital Mangement Corp. | 0.47% | Add +16.2% | 63,035 | $3.0M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -12.2% | 59,924 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.0% | 53,213 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.1% | 48,103 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -4.2% | 47,965 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +114.4% | 46,310 | $2.2M |
| Heritage Wealth Management, Inc. | 0.64% | Reduce -5.6% | 45,485 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +20.3% | 45,345 | $2.2M |
| Promethium Advisors,llc | 1.22% | Add +11.3% | 44,665 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +0.4% | 39,510 | $1.9M |
| Clear Point Advisors Inc. | 1.41% | New | 38,133 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -22.1% | 36,536 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Reduce -5.1% | 32,116 | $1.5M |
| Frederick Financial Consultants, LLC | 0.79% | Add +3.8% | 24,671 | $1.4M |
| LexAurum Advisors, LLC | 0.20% | Add +18.3% | 28,888 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.37% | Reduce -3.9% | 28,743 | $1.4M |
| Fagan Associates, Inc. | 0.19% | New | 28,250 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +8.9% | 28,176 | $1.3M |
| Citadel Advisors | 0.00% | New | 27,804 | $1.3M |
| BCGM Wealth Management, LLC | 0.33% | Add +1.8% | 26,668 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | New | 26,645 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.3% | 25,704 | $1.2M |
| Lowe Wealth Advisors, LLC | 0.42% | Add +2.4% | 24,291 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +4.2% | 23,999 | $1.1M |
| Southeast Asset Advisors, LLC | 0.12% | Add +16.2% | 22,534 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.6% | 22,231 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -89.9% | 21,794 | $1.0M |
| Lodestar Private Asset Management LLC | 0.10% | Add +6.9% | 20,270 | $965K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +82.1% | 18,358 | $874K |
| AIFG Consultants Ltd. | 1.49% | Add +5.2% | 17,776 | $846K |
| Flow Traders U.S. LLC | 0.03% | Reduce -62.7% | 17,460 | $831K |
| Interchange Capital Partners, LLC | 0.15% | Reduce -1.0% | 15,960 | $760K |
| MidAtlantic Capital Management, Inc. | 0.50% | No change | 15,347 | $731K |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 14,716 | $701K |
| Barnes Pettey Financial Advisors, LLC | 0.38% | Add +24.2% | 14,414 | $686K |
| Lodestone Wealth Management LLC | 0.29% | Add +1.2% | 13,571 | $646K |
| Krilogy Financial LLC | 0.02% | New | 11,236 | $533K |
| Invenio Wealth Partners LLC | 0.17% | No change | 9,978 | $475K |
| Vawter Financial, Ltd. | 0.21% | New | 9,598 | $457K |
| Tortoise Investment Management, LLC | 0.04% | No change | 9,485 | $452K |
| Cary Street Partners Financial LLC | 0.01% | New | 8,909 | $424K |
| Cetera Investment Advisers | 0.00% | New | 8,200 | $390K |
| Summit Wealth Partners, LLC | 0.07% | No change | 8,058 | $384K |
| Prospera Financial Services Inc | 0.01% | Add +36.2% | 7,845 | $373K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,462 | $355K |
| Legacy Wealth Managment, LLC | 0.14% | Add +2.2% | 6,343 | $302K |
| CGN Advisors LLC | 0.02% | Add +4.8% | 5,796 | $276K |
| Peck Wealth Management, LLC | 0.25% | — | 5,450 | $259K |
| Mosaic Financial Group, LLC | 0.18% | No change | 5,313 | $253K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 5,201 | $248K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +10.4% | 5,182 | $247K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 4,909 | $234K |
| Mercer Global Advisors Inc. | 0.00% | No change | 4,234 | $202K |
| HFM Investment Advisors, LLC | 0.07% | Reduce -7.3% | 3,744 | $178K |
| Salomon & Ludwin, LLC | 0.02% | New | 3,655 | $174K |
| Geneos Wealth Management Inc. | 0.00% | Add +13.3% | 3,400 | $162K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.9% | 1,837 | $87K |
| Clearstead Trust, LLC | 0.01% | No change | 1,288 | $61K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.2% | 506 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 268 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 220 | $10K |
| Farther Finance Advisors, LLC | 0.00% | New | 111 | $5K |
| Morgan Stanley | 0.00% | No change | 1 | $86 |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.