JPMorgan Short Duration CoreJSCPETF
13F holders, Q1 2026 (March 31)124holders +17
24new positions
6sold out
1famous investor
$47.29avg. 13F price*
At the end of Q1 2026, 124 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, up 17 from Q4 2025. 24 opened new positions and 6 sold out. The largest holders were JPMorgan Chase & Co. ($121.5M), EP Wealth Advisors, LLC ($105.0M) and Cwm, LLC ($43.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $69.9M |
| Exits | 6 | $11.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,638,292 shares bought and 1,010,994 shares sold, net +2,627,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| JPMorgan Chase & Co. | 0.01% | Add +43.4% | 2,572,589 | $121.5M |
| EP Wealth Advisors, LLC | 0.52% | Add +3.8% | 2,219,401 | $105.0M |
| Cwm, LLC | 0.12% | Add +3.4% | 927,435 | $43.9M |
| HB Wealth Management, LLC | 0.23% | Reduce -10.0% | 752,086 | $35.6M |
| Roberts Wealth Advisors, LLC | 7.05% | Add +18.1% | 587,373 | $27.8M |
| MCF Advisors LLC | 1.06% | New | 509,014 | $24.1M |
| Apella Capital, LLC | 0.30% | Reduce -7.0% | 430,656 | $20.4M |
| HighTower Advisors, LLC | 0.02% | Add +22.0% | 387,189 | $18.3M |
| CGN Advisors LLC | 1.44% | Add +6433.9% | 386,739 | $18.3M |
| 5th Street Advisors, LLC | 7.91% | Add +4.8% | 385,613 | $18.2M |
| Bridgewealth Advisory Group, LLC | 3.65% | Add +5.1% | 372,489 | $17.6M |
| Roof Eidam Maycock Peralta, LLC | 3.77% | Add +2.7% | 347,811 | $16.5M |
| Osaic Holdings, Inc. | 0.02% | Add +0.1% | 336,244 | $15.9M |
| Integrated Wealth Concepts LLC | 0.12% | New | 330,619 | $15.6M |
| TD Capital Management LLC | 1.37% | Add +14.8% | 321,942 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Add +45.9% | 298,197 | $14.1M |
| SkyOak Wealth, LLC | 2.52% | Add +7.5% | 291,446 | $13.8M |
| Hennion & Walsh Asset Management, Inc. | 0.45% | Reduce -31.6% | 279,897 | $13.2M |
| Summit Financial, LLC | 0.17% | New | 279,158 | $13.2M |
| Signet Financial Management, LLC | 1.47% | Add +5.4% | 277,982 | $13.1M |
| Focus Partners Wealth | 0.01% | Add +3.3% | 255,417 | $12.1M |
| Allworth Financial LP | 0.05% | Add +6.6% | 248,537 | $11.8M |
| Main Street Financial Solutions, LLC | 0.64% | Add +28.5% | 185,467 | $8.8M |
| UBS Group AG | 0.00% | Add +41.4% | 183,567 | $8.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -1.9% | 140,150 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -54.7% | 127,724 | $6.0M |
| Perigon Wealth Management, LLC | 0.11% | Add +3.5% | 124,446 | $5.9M |
| Boyce & Associates Wealth Consulting, Inc. | 4.28% | New | 119,361 | $5.6M |
| MAI Capital Management | 0.03% | Add +32.0% | 115,995 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.1% | 112,435 | $5.3M |
| Cary Street Partners Financial LLC | 0.13% | Add +101.1% | 109,680 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +61.8% | 108,271 | $5.1M |
| Legacy Edge Advisors, LLC | 0.51% | Add +14.7% | 102,068 | $4.8M |
| Noesis Capital Mangement Corp. | 0.69% | Reduce -1.3% | 98,352 | $4.7M |
| Bellevue Asset Management, LLC | 2.23% | Add +1.3% | 94,396 | $4.5M |
| Milestone Investment Advisors LLC | 1.03% | Reduce -5.5% | 90,443 | $4.3M |
| 21 West Wealth Management LLC | 3.74% | Add +24.6% | 85,146 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -1.6% | 74,755 | $3.5M |
| New Insight Wealth Advisors | 1.27% | Add +219.9% | 74,646 | $3.5M |
| Harbour Investment Management LLC | 1.82% | Add +277.2% | 70,850 | $3.4M |
| Curry Webb Wealth Management LLC | 1.37% | Reduce -7.2% | 61,477 | $2.9M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -5.5% | 56,257 | $2.7M |
| Promethium Advisors,llc | 1.30% | Add +5.3% | 53,065 | $2.5M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -4.5% | 51,790 | $2.4M |
| Heritage Wealth Management, Inc. | 1.19% | Add +3.5% | 50,915 | $2.4M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -2.6% | 45,184 | $2.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -12.0% | 41,768 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.2% | 35,774 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.5% | 35,849 | $1.7M |
| Fagan Associates, Inc. | 0.23% | Add +14.5% | 35,200 | $1.7M |
| Visionary Wealth Advisors | 0.07% | Reduce -72.5% | 33,968 | $1.6M |
| BBR Partners, LLC | 0.09% | Reduce -1.7% | 32,962 | $1.6M |
| Blueprint Financial Advisors LLC | 0.22% | New | 31,802 | $1.5M |
| Blueprint Investment Partners LLC | 0.15% | New | 31,802 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.1% | 30,354 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.2% | 30,100 | $1.4M |
| LPL Financial LLC | 0.00% | Add +9.6% | 29,623 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.34% | Add +0.8% | 29,275 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 28,852 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +199.7% | 25,820 | $1.2M |
| Diversified Portfolios, Inc. | 0.09% | New | 23,842 | $1.1M |
| Southeast Asset Advisors, LLC | 0.12% | Add +17.6% | 23,262 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -6.1% | 23,162 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -23.5% | 22,805 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | Add +126.4% | 22,579 | $1.1M |
| Lodestar Private Asset Management LLC | 0.10% | Add +3.2% | 22,489 | $1.1M |
| Capstone Wealth Management, Inc. | 0.85% | Add +1.1% | 21,195 | $999K |
| Barnes Pettey Financial Advisors, LLC | 0.43% | Add +31.8% | 21,093 | $998K |
| Ameritas Advisory Services, LLC | 0.04% | New | 20,925 | $990K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +52.0% | 18,246 | $863K |
| Natixis Advisors, LLC | 0.00% | Add +22.5% | 18,170 | $859K |
| Cetera Investment Advisers | 0.00% | Add +249.6% | 17,809 | $842K |
| LexAurum Advisors, LLC | 0.11% | — | 17,732 | $839K |
| Old Mission Capital LLC | 0.02% | New | 17,170 | $812K |
| MidAtlantic Capital Management, Inc. | 0.56% | Add +3.3% | 17,066 | $807K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.6% | 16,399 | $776K |
| GeoWealth Management, LLC | 0.03% | Reduce -26.4% | 15,134 | $716K |
| Lodestone Wealth Management LLC | 0.26% | Add +1.0% | 13,838 | $655K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +608.0% | 13,821 | $654K |
| Legacy Wealth Managment, LLC | 0.32% | Add +85.0% | 13,596 | $643K |
| Interchange Capital Partners, LLC | 0.20% | Reduce -16.7% | 13,600 | $642K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.3% | 13,485 | $638K |
| CRA Financial Services, LLC | 0.08% | New | 13,409 | $634K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,216 | $578K |
| Krilogy Financial LLC | 0.02% | No change | 11,227 | $531K |
| Professional Financial Advisors, LLC | 0.10% | Add +3.7% | 10,591 | $501K |
| Bluedoor Private Wealth, LLC | 0.23% | Add +75.3% | 10,524 | $498K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,000 | $473K |
| Invenio Wealth Partners LLC | 0.19% | No change | 9,978 | $472K |
| Vawter Financial, Ltd. | 0.19% | No change | 9,430 | $446K |
| Peck Wealth Management, LLC | 0.44% | Add +121.2% | 9,217 | $436K |
| Gateway Wealth Partners, LLC | 0.02% | New | 9,000 | $426K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 8,973 | $424K |
| Seeds Investor LLC | 0.06% | New | 8,911 | $422K |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.7% | 8,903 | $421K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -22.9% | 8,318 | $393K |
| &partners | 0.00% | New | 7,763 | $367K |
| Leo Wealth, LLC | 0.03% | Add +1.1% | 7,551 | $357K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -8.0% | 7,411 | $351K |
| Whitegate Investment Counselors, Inc. | 0.10% | Add +17.8% | 6,708 | $317K |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.