JPMorgan Short Duration CoreJSCPETF
13F holders, Q4 2025 (December 31)107holders +14
18new positions
7sold out
1famous investor
$47.57avg. 13F price*
At the end of Q4 2025, 107 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 14 from Q3 2025. 18 opened new positions and 7 sold out. The largest holders were EP Wealth Advisors, LLC ($101.7M), JPMorgan Chase & Co. ($85.3M) and Cwm, LLC ($42.7M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $40.7M |
| Exits | 7 | $35.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,090,224 shares bought and 1,061,123 shares sold, net +1,029,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| EP Wealth Advisors, LLC | 0.53% | — | 2,138,160 | $101.7M |
| JPMorgan Chase & Co. | 0.01% | Add +3.2% | 1,794,460 | $85.3M |
| Cwm, LLC | 0.12% | Add +6.3% | 897,404 | $42.7M |
| HB Wealth Management, LLC | 0.26% | Reduce -7.1% | 835,354 | $39.7M |
| Roberts Wealth Advisors, LLC | 6.17% | Add +33.7% | 497,126 | $23.6M |
| Apella Capital, LLC | 0.43% | Add +2.9% | 462,858 | $22.0M |
| Hennion & Walsh Asset Management, Inc. | 0.67% | Add +4.2% | 408,925 | $19.4M |
| 5th Street Advisors, LLC | 8.17% | Reduce -0.5% | 367,820 | $17.5M |
| Bridgewealth Advisory Group, LLC | 3.72% | Add +16.4% | 354,395 | $16.9M |
| Roof Eidam Maycock Peralta, LLC | 3.65% | Add +4.2% | 338,653 | $16.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -29.5% | 336,056 | $16.0M |
| HighTower Advisors, LLC | 0.02% | Add +17.8% | 317,388 | $15.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.6% | 281,859 | $13.4M |
| TD Capital Management LLC | 1.18% | Add +29.2% | 280,323 | $13.3M |
| SkyOak Wealth, LLC | 2.32% | Add +11.5% | 271,185 | $12.9M |
| Signet Financial Management, LLC | 1.40% | Add +7.9% | 263,837 | $12.5M |
| Focus Partners Wealth | 0.01% | New | 247,249 | $11.8M |
| Allworth Financial LP | 0.05% | New | 233,227 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Add +350.8% | 204,433 | $9.7M |
| Citadel Advisors | 0.01% | Add +598.4% | 194,180 | $9.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 169,638 | $8.1M |
| Main Street Financial Solutions, LLC | 0.51% | Add +18.9% | 144,378 | $6.9M |
| Waverly Advisors, LLC | 0.06% | Add +0.8% | 142,884 | $6.8M |
| UBS Group AG | 0.00% | Add +102.7% | 129,849 | $6.2M |
| Visionary Wealth Advisors | 0.27% | Reduce -22.2% | 123,740 | $5.9M |
| Perigon Wealth Management, LLC | 0.10% | Add +5.4% | 120,232 | $5.7M |
| Noesis Capital Mangement Corp. | 0.69% | Add +58.1% | 99,645 | $4.7M |
| Milestone Investment Advisors LLC | 1.10% | Add +0.3% | 95,716 | $4.6M |
| Bellevue Asset Management, LLC | 1.43% | Reduce -0.3% | 93,160 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +91.4% | 92,080 | $4.4M |
| Legacy Edge Advisors, LLC | 0.46% | Add +20.5% | 89,025 | $4.2M |
| MAI Capital Management | 0.02% | Add +38.8% | 87,840 | $4.2M |
| Captrust Financial Advisors | 0.01% | Add +13.7% | 75,971 | $3.6M |
| 21 West Wealth Management LLC | 2.97% | Add +5.8% | 68,326 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +44.5% | 66,928 | $3.2M |
| Curry Webb Wealth Management LLC | 1.56% | — | 66,247 | $3.2M |
| Tradition Wealth Management, LLC | 0.20% | Reduce -0.7% | 59,521 | $2.8M |
| Cary Street Partners Financial LLC | 0.06% | Add +512.2% | 54,538 | $2.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +103.5% | 54,217 | $2.6M |
| Promethium Advisors,llc | 1.30% | Add +12.9% | 50,415 | $2.4M |
| Heritage Wealth Management, Inc. | 0.65% | Add +8.2% | 49,207 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.0% | 47,479 | $2.3M |
| Clear Point Advisors Inc. | 1.72% | Add +21.9% | 46,485 | $2.2M |
| Clear Creek Financial Management, LLC | 0.18% | New | 46,396 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +0.4% | 39,673 | $1.9M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.9% | 36,204 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +30517.1% | 33,985 | $1.6M |
| BBR Partners, LLC | 0.09% | New | 33,530 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -37.7% | 33,140 | $1.6M |
| Fagan Associates, Inc. | 0.19% | Add +8.8% | 30,745 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 29,801 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.38% | Add +1.1% | 29,056 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.3% | 27,828 | $1.3M |
| LPL Financial LLC | 0.00% | Add +83.7% | 27,031 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | Reduce -18.3% | 26,227 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.39% | Add +34.3% | 24,661 | $1.2M |
| New Insight Wealth Advisors | 0.40% | New | 23,333 | $1.1M |
| Lodestar Private Asset Management LLC | 0.10% | Add +7.5% | 21,794 | $1.0M |
| TBH Global Asset Management, LLC | 0.17% | New | 19,190 | $1.0M |
| Capstone Wealth Management, Inc. | 0.87% | — | 20,965 | $997K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.1% | 20,654 | $982K |
| GeoWealth Management, LLC | 0.04% | Reduce -14.3% | 20,555 | $978K |
| AIFG Consultants Ltd. | 1.64% | Add +13.1% | 20,096 | $956K |
| Southeast Asset Advisors, LLC | 0.09% | Reduce -12.2% | 19,780 | $941K |
| Harbour Investment Management LLC | 0.48% | New | 18,785 | $897K |
| MidAtlantic Capital Management, Inc. | 0.50% | Add +7.7% | 16,525 | $786K |
| Interchange Capital Partners, LLC | 0.14% | Add +2.3% | 16,331 | $777K |
| Barnes Pettey Financial Advisors, LLC | 0.38% | Add +11.1% | 16,010 | $761K |
| Natixis Advisors, LLC | 0.00% | New | 14,833 | $705K |
| Lodestone Wealth Management LLC | 0.27% | Add +1.0% | 13,704 | $652K |
| Kestra Advisory Services, LLC | 0.00% | Add +61.0% | 12,010 | $571K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 12,003 | $571K |
| Krilogy Financial LLC | 0.02% | Reduce -0.1% | 11,227 | $535K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -59.6% | 10,782 | $513K |
| Professional Financial Advisors, LLC | 0.10% | New | 10,217 | $486K |
| Invenio Wealth Partners LLC | 0.18% | No change | 9,978 | $475K |
| Flow Traders U.S. LLC | 0.02% | Reduce -42.9% | 9,972 | $474K |
| Vawter Financial, Ltd. | 0.19% | Reduce -1.8% | 9,430 | $448K |
| Stifel Financial Corp. | 0.00% | New | 8,616 | $410K |
| Summit Wealth Partners, LLC | 0.07% | No change | 8,058 | $383K |
| Leo Wealth, LLC | 0.03% | New | 7,469 | $355K |
| Legacy Wealth Managment, LLC | 0.17% | Add +15.9% | 7,349 | $349K |
| Bluedoor Private Wealth, LLC | 0.13% | — | 6,002 | $285K |
| CGN Advisors LLC | 0.02% | Add +2.1% | 5,919 | $281K |
| Whitegate Investment Counselors, Inc. | 0.08% | New | 5,696 | $271K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -40.0% | 5,695 | $271K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +4.5% | 5,414 | $257K |
| Mosaic Financial Group, LLC | 0.17% | No change | 5,313 | $253K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 5,310 | $253K |
| Cetera Investment Advisers | 0.00% | Reduce -37.9% | 5,094 | $242K |
| Prospera Financial Services Inc | 0.00% | Reduce -36.0% | 5,020 | $239K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 4,909 | $233K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.4% | 4,334 | $206K |
| Flagship Capital Management Inc. | 0.15% | — | 4,325 | $206K |
| Peck Wealth Management, LLC | 0.19% | Reduce -23.5% | 4,167 | $198K |
| Salomon & Ludwin, LLC | 0.02% | No change | 3,655 | $174K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,400 | $162K |
| HFM Investment Advisors, LLC | 0.06% | Reduce -13.7% | 3,232 | $154K |
| Morgan Stanley | 0.00% | Add +290000.0% | 2,901 | $138K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 1,952 | $93K |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.