JPMorgan Short Duration CoreJSCPETF
13F holders, Q2 2026 (June 30)123holders −1
10new positions
9sold out
1famous investor
$47.14avg. 13F price*
At the end of Q2 2026, 123 institutions reported holding JPMorgan Short Duration Core (JSCP) in their 13F filings, down 1 from Q1 2026. 10 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($125.5M), EP Wealth Advisors, LLC ($102.5M) and HB Wealth Management, LLC ($31.4M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.1M |
| Exits | 9 | $15.4M |
All 13F filers, Q1 2026 → Q2 2026: 888,233 shares bought and 785,564 shares sold, net +102,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| JPMorgan Chase & Co. | 0.01% | Add +3.4% | 2,659,489 | $125.5M |
| EP Wealth Advisors, LLC | 0.39% | Reduce -2.1% | 2,173,607 | $102.5M |
| HB Wealth Management, LLC | 0.18% | Reduce -11.4% | 666,586 | $31.4M |
| Roberts Wealth Advisors, LLC | 6.71% | Add +6.6% | 626,222 | $29.5M |
| MCF Advisors LLC | 0.87% | Add +1.0% | 514,151 | $24.2M |
| CGN Advisors LLC | 1.53% | Add +15.3% | 445,972 | $21.0M |
| Apella Capital, LLC | 0.28% | Reduce -3.6% | 414,958 | $19.5M |
| 5th Street Advisors, LLC | 7.24% | Add +2.9% | 396,649 | $18.7M |
| Bridgewealth Advisory Group, LLC | 3.45% | Add +4.1% | 387,797 | $18.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.5% | 373,551 | $17.6M |
| TD Capital Management LLC | 1.44% | Add +15.7% | 372,471 | $17.6M |
| Roof Eidam Maycock Peralta, LLC | 3.22% | Reduce -0.2% | 347,102 | $16.4M |
| Integrated Wealth Concepts LLC | 0.11% | Add +3.9% | 343,466 | $16.2M |
| SkyOak Wealth, LLC | 2.41% | Add +7.4% | 313,090 | $14.8M |
| Hennion & Walsh Asset Management, Inc. | 0.42% | Add +11.6% | 312,314 | $14.7M |
| Summit Financial, LLC | 0.15% | Add +5.7% | 294,935 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 278,885 | $13.1M |
| Focus Partners Wealth | 0.01% | Add +0.5% | 256,767 | $12.1M |
| Global Retirement Partners, LLC | 0.15% | — | 209,110 | $9.9M |
| Main Street Financial Solutions, LLC | 0.57% | Add +2.3% | 189,754 | $8.9M |
| UBS Group AG | 0.00% | Add +1.8% | 186,871 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -48.4% | 173,527 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.1% | 145,674 | $6.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +11.1% | 138,292 | $6.5M |
| Waverly Advisors, LLC | 0.04% | Reduce -4.4% | 133,923 | $6.3M |
| MAI Capital Management | 0.02% | Add +14.8% | 133,167 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.8% | 127,950 | $6.0M |
| Boyce & Associates Wealth Consulting, Inc. | 4.00% | Add +2.6% | 122,458 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +10.9% | 120,108 | $5.7M |
| Legacy Edge Advisors, LLC | 0.52% | Add +16.8% | 119,228 | $5.6M |
| New Insight Wealth Advisors | 1.44% | Add +38.9% | 103,714 | $4.9M |
| Cary Street Partners Financial LLC | 0.11% | Reduce -6.2% | 102,898 | $4.9M |
| Noesis Capital Mangement Corp. | 0.58% | Add +4.4% | 102,715 | $4.8M |
| LPL Financial LLC | 0.00% | Add +228.7% | 97,376 | $4.6M |
| Milestone Investment Advisors LLC | 0.95% | Add +2.6% | 92,768 | $4.4M |
| Bellevue Asset Management, LLC | 1.81% | Reduce -11.8% | 83,297 | $3.9M |
| 21 West Wealth Management LLC | 3.09% | Reduce -9.8% | 76,794 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 74,686 | $3.5M |
| Harbour Investment Management LLC | 1.75% | Add +1.4% | 71,860 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +28.1% | 66,366 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +154.2% | 65,624 | $3.1M |
| Curry Webb Wealth Management LLC | 1.16% | Reduce -3.5% | 59,320 | $2.8M |
| Promethium Advisors,llc | 1.30% | Add +7.9% | 57,265 | $2.7M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -2.9% | 54,636 | $2.6M |
| Heritage Wealth Management, Inc. | 0.62% | Add +3.5% | 52,686 | $2.5M |
| Clear Creek Financial Management, LLC | 0.15% | Add +12.6% | 50,862 | $2.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +13.1% | 40,549 | $1.9M |
| Ameritas Advisory Services, LLC | 0.04% | Add +88.8% | 39,515 | $1.9M |
| Fagan Associates, Inc. | 0.22% | Add +10.1% | 38,750 | $1.8M |
| LexAurum Advisors, LLC | 0.21% | Add +113.3% | 37,824 | $1.8M |
| Clear Point Advisors Inc. | 1.55% | New | 37,040 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 0.52% | Add +67.8% | 35,391 | $1.7M |
| BBR Partners, LLC | 0.07% | No change | 32,962 | $1.6M |
| Blueprint Financial Advisors LLC | 0.17% | Add +0.1% | 31,817 | $1.5M |
| Blueprint Investment Partners LLC | 0.13% | Add +0.1% | 31,817 | $1.5M |
| Diversified Portfolios, Inc. | 0.11% | Add +31.1% | 31,248 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -12.8% | 31,176 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 30,015 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.3% | 29,957 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +65.1% | 29,401 | $1.4M |
| McCarter Private Wealth Services LLC | 0.47% | New | 28,695 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +23.9% | 28,258 | $1.3M |
| Beam Wealth Advisors, Inc. | 0.28% | Reduce -7.7% | 27,027 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.6% | 24,749 | $1.2M |
| Southeast Asset Advisors, LLC | 0.11% | Add +0.8% | 23,452 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.4% | 23,266 | $1.1M |
| Legacy Wealth Managment, LLC | 0.45% | Add +70.2% | 23,140 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.31% | Reduce -2.1% | 22,674 | $1.1M |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -0.6% | 22,362 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +138.5% | 21,399 | $1.0M |
| Capstone Wealth Management, Inc. | 0.76% | Add +1.1% | 21,431 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +13.5% | 20,629 | $972K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.7% | 17,826 | $840K |
| CRA Financial Services, LLC | 0.10% | Add +31.5% | 17,631 | $831K |
| Peck Wealth Management, LLC | 0.65% | Add +77.5% | 16,362 | $771K |
| Interchange Capital Partners, LLC | 0.14% | Add +18.3% | 16,091 | $759K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.5% | 15,821 | $746K |
| MidAtlantic Capital Management, Inc. | 0.43% | Reduce -14.1% | 14,657 | $691K |
| GeoWealth Management, LLC | 0.02% | Reduce -6.4% | 14,159 | $668K |
| Lodestone Wealth Management LLC | 0.23% | Add +1.0% | 13,977 | $659K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 13,755 | $648K |
| Merit Financial Group, LLC | 0.00% | Reduce -68.4% | 13,209 | $623K |
| Tempus Wealth Planning, LLC | 0.12% | New | 13,202 | $622K |
| Citadel Advisors | 0.00% | Add +138.9% | 12,362 | $583K |
| Krilogy Financial LLC | 0.02% | No change | 11,227 | $529K |
| Professional Financial Advisors, LLC | 0.09% | Add +1.0% | 10,694 | $504K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 10,000 | $471K |
| Invenio Wealth Partners LLC | 0.17% | No change | 9,978 | $470K |
| Vawter Financial, Ltd. | 0.17% | Reduce -0.7% | 9,364 | $441K |
| Magnolia Capital Advisors LLC | 0.07% | New | 8,990 | $424K |
| BCGM Wealth Management, LLC | 0.09% | Add +5.2% | 8,748 | $412K |
| Flagship Capital Management Inc. | 0.26% | Add +53.9% | 8,620 | $406K |
| Bluedoor Private Wealth, LLC | 0.17% | Reduce -20.6% | 8,360 | $394K |
| &partners | 0.00% | Add +6.1% | 8,236 | $388K |
| Summit Wealth Partners, LLC | 0.05% | Add +1.7% | 7,540 | $355K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.8% | 6,694 | $316K |
| Benjamin Edwards Inc. | 0.00% | New | 6,237 | $294K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +38.9% | 5,953 | $281K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 5,947 | $280K |
| Visionary Wealth Advisors | 0.01% | Reduce -83.9% | 5,484 | $259K |
| Whitegate Investment Counselors, Inc. | 0.07% | Reduce -18.3% | 5,484 | $259K |
| Prospera Financial Services Inc | 0.00% | No change | 5,370 | $253K |
| Mosaic Financial Group, LLC | 0.16% | No change | 5,313 | $250K |
| Beaumont Financial Advisors, LLC | 0.01% | Reduce -2.6% | 5,007 | $236K |
| Barnes Wealth Management Group, Inc | 0.10% | New | 4,626 | $218K |
| Gradient Capital Advisors, LLC | 0.05% | Add +4.3% | 4,478 | $211K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.3% | 4,465 | $211K |
| IMA Advisory Services, Inc. | 0.01% | New | 4,290 | $202K |
| Salomon & Ludwin, LLC | 0.01% | No change | 3,655 | $171K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,400 | $160K |
| Bank of New Hampshire | 0.03% | Add +515.0% | 3,075 | $145K |
| Cedar Mountain Advisors, LLC | 0.02% | New | 2,939 | $139K |
| Morgan Stanley | 0.00% | No change | 2,901 | $137K |
| HFM Investment Advisors, LLC | 0.04% | Reduce -15.5% | 2,381 | $112K |
| Wells Fargo & Company | 0.00% | Add +275.2% | 2,270 | $107K |
| Trust Co | 0.01% | Add +85.9% | 2,151 | $101K |
| IFG Advisory, LLC | 0.00% | New | 2,130 | $100K |
| Royal Bank of Canada | 0.00% | Add +150.0% | 1,250 | $59K |
| Colonial Trust Advisors | 0.00% | Reduce -1.0% | 701 | $33K |
| Ameriflex Group, Inc. | 0.01% | No change | 437 | $21K |
| NewEdge Advisors, LLC | 0.00% | New | 215 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 202 | $10K |
| International Assets Investment Management, LLC | 0.00% | Add +1.2% | 84 | $4K |
"% of holder's portfolio" is JSCP's weight in each manager's 13F, not the share of JPMorgan Short Duration Core the manager owns.