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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$46.99 +0.06 (+0.13%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$284.94M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$68.42M
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JSCP Institutional Buying and Selling by Quarter

JPMorgan Short Duration Core Plus ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC67,620$3.19M0.0%N/A0.542%
5/16/2025 HFM Investment Advisors LLC4,301$203K0.1%N/A0.034%
5/16/2025 Legacy Wealth Managment LLC ID16,426$775K0.5%+53.2%0.132%
5/16/2025 5th Street Advisors LLC429,640$20.28M9.8%+0.9%3.445%
5/15/2025 Promethium Advisors LLC34,390$1.62M1.0%N/A0.276%
5/15/2025 EP Wealth Advisors LLC1,253,794$59.19M0.5%+2.0%10.054%
5/15/2025 MAI Capital Management63,254$2.99M0.0%-0.4%0.507%
5/15/2025 TD Capital Management LLC116,059$5.48M0.6%+46.6%0.931%
5/15/2025 Tortoise Investment Management LLC9,485$448K0.0%-9.5%0.076%
5/14/2025 Southeast Asset Advisors LLC19,293$911K0.1%+10.2%0.155%
5/14/2025 Barnes Wealth Management Group Inc4,426$209K0.1%N/A0.035%
5/14/2025 Tradition Wealth Management LLC69,024$3.26M0.3%-19.6%0.554%
5/13/2025 Bridgewealth Advisory Group LLC19,482$920K1.2%-93.5%0.156%
5/13/2025 HighTower Advisors LLC274,100$12.94M0.0%-4.9%2.198%
5/12/2025 Beam Wealth Advisors Inc.29,617$1.40M0.5%+1.2%0.238%
5/9/2025 Roof Eidam Maycock Peralta LLC305,707$14.43M3.8%-0.9%2.452%
5/9/2025 PNC Financial Services Group Inc.4,309$203K0.0%+119.4%0.035%
5/8/2025 BCGM Wealth Management LLC22,398$1.06M0.3%+10.6%0.180%
5/7/2025 HB Wealth Management LLC1,119,948$52.87M0.4%N/A8.981%
5/6/2025 USAdvisors Wealth Management LLC9,273$437K0.2%+12.1%0.074%
5/6/2025 Noesis Capital Mangement Corp63,616$3.00M0.6%-2.8%0.510%
5/5/2025 FAS Wealth Partners Inc.25,011$1.18M0.1%+1.2%0.201%
5/2/2025 Kingsview Wealth Management LLC44,866$2.12M0.0%+0.8%0.362%
5/2/2025 Frederick Financial Consultants LLC20,969$990K0.7%N/A0.169%
5/1/2025 CWM LLC706,243$33.34M0.1%+306.7%5.705%
5/1/2025 SkyOak Wealth LLC215,090$10.15M2.2%+10.5%1.737%
4/29/2025 Heritage Wealth Management Inc.50,620$2.39M0.8%-5.3%0.409%
4/29/2025 Envestnet Asset Management Inc.14,011$661K0.0%+197.9%0.113%
4/28/2025 D.A. Davidson & CO.57,336$2.71M0.0%-0.7%0.463%
4/28/2025 Milestone Investment Advisors LLC92,681$4.38M1.2%-7.2%0.749%
4/28/2025 Lodestone Wealth Management LLC13,261$626K0.3%-39.5%0.107%
4/25/2025 MidAtlantic Capital Management Inc.15,099$713K0.6%+2.2%0.122%
4/23/2025 Perigon Wealth Management LLC109,645$5.18M0.1%+23.6%0.886%
4/23/2025 AIFG Consultants Ltd.10,229$483K0.8%+123.5%0.083%
4/22/2025 Cambridge Investment Research Advisors Inc.8,980$424K0.0%-16.8%0.073%
4/21/2025 Roberts Wealth Advisors LLC130,957$6.18M1.9%N/A1.058%
4/16/2025 Wealth Enhancement Advisory Services LLC1,917,581$90.53M0.2%+6.5%15.489%
4/15/2025 Transform Wealth LLC164,368$7.76M0.5%+39.4%1.328%
4/14/2025 LexAurum Advisors LLC24,560$1.16M0.2%+10.9%0.198%
4/10/2025 CGN Advisors LLC4,606$217K0.0%-23.5%0.035%
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4/8/2025 Lowe Wealth Advisors LLC23,717$1.12M0.5%+6.8%0.178%
3/17/2025 Wealth Enhancement Advisory Services LLC1,801,181$83.99M0.2%+1,355.8%13.802%
2/21/2025 WNY Asset Management LLC4,612$215K0.0%N/A0.037%
2/17/2025 Waverly Advisors LLC140,030$6.53M0.1%+4.5%1.537%
2/17/2025 EP Wealth Advisors LLC1,229,803$57.35M0.5%+6.7%13.499%
2/17/2025 Captrust Financial Advisors67,677$3.16M0.0%+1,336.0%0.743%
2/17/2025 Citadel Advisors LLC25,454$1.19M0.0%+96.8%0.279%
2/14/2025 FAS Wealth Partners Inc.24,714$1.15M0.1%+1.2%0.271%
2/14/2025 Bridgewealth Advisory Group LLC298,047$13.94M4.0%+12.3%3.272%
2/14/2025 Shorepoint Capital Partners LLC219,550$10.24M2.3%+1.2%2.410%
2/14/2025 Tradition Wealth Management LLC85,894$4.01M0.4%-3.5%0.943%
2/14/2025 GeoWealth Management LLC31,869$1.49M0.0%-9.7%0.350%
2/13/2025 Main Street Financial Solutions LLC4,465$208K0.0%N/A0.049%
2/13/2025Legacy Investment Solutions LLC10,720$501K0.3%-31.2%0.118%
2/13/2025 Raymond James Financial Inc.30,342$1.42M0.0%N/A0.333%
2/13/2025 Southeast Asset Advisors LLC17,513$817K0.1%+58.0%0.192%
2/13/2025 Envestnet Asset Management Inc.4,704$219K0.0%-25.7%0.052%
2/12/2025 Milestone Investment Advisors LLC99,881$4.66M1.3%+8.3%1.096%
2/12/2025 Mosaic Financial Group LLC5,313$248K0.2%N/A0.058%
2/12/2025Riggs Capital Management LLC41,501$1.94M1.9%N/A0.456%
2/12/2025 JPMorgan Chase & Co.1,217,477$56.77M0.0%+3.1%13.364%
2/12/2025 Ausdal Financial Partners Inc.33,337$1.56M0.1%+7.0%0.366%
2/11/2025 Interchange Capital Partners LLC13,600$634K0.2%-43.2%0.149%
2/11/2025 LPL Financial LLC59,202$2.76M0.0%N/A0.650%
2/10/2025 Thrivent Financial for Lutherans148,214$6.91M0.0%+6.1%1.627%
2/7/2025 HighTower Advisors LLC288,237$13.44M0.0%-4.1%3.164%
2/7/2025 Tortoise Investment Management LLC10,485$489K0.1%-10.0%0.115%
2/7/2025 PNC Financial Services Group Inc.1,964$92K0.0%+227.3%0.022%
2/7/2025 Beam Wealth Advisors Inc.29,264$1.37M0.4%-4.5%0.321%
2/6/2025 Raymond James Financial Inc.30,342$1.42M0.0%N/A0.333%
2/6/2025 Jones Financial Companies Lllp8,692$405K0.0%+352.9%0.095%
2/5/2025 Heritage Wealth Management Inc.53,475$2.49M0.8%-1.2%0.587%
2/5/2025 Noesis Capital Mangement Corp65,471$3.05M0.6%+3.9%0.719%
2/5/2025 TD Capital Management LLC79,188$3.69M0.4%+716.7%0.869%
2/4/2025 BCGM Wealth Management LLC20,246$944K0.3%N/A0.222%
1/31/2025Global Retirement Partners LLC29,672$1.38M0.0%+56.5%0.326%
1/31/2025 Vawter Financial Ltd.10,245$478K0.3%+22.7%0.112%
1/31/2025 D.A. Davidson & CO.57,751$2.69M0.0%-3.0%0.634%
1/31/2025Sanctuary Advisors LLC22,407$1.05M0.0%+7.2%0.246%
1/30/2025 Lodestone Wealth Management LLC21,936$1.02M0.5%-1.8%0.241%
1/30/2025 MidAtlantic Capital Management Inc.14,778$689K0.5%+2.8%0.162%
1/29/2025 Gradient Capital Advisors LLC4,697$219K0.1%N/A0.052%
1/29/2025 AIFG Consultants Ltd.4,576$213K0.3%N/A0.050%
1/28/2025 Kingsview Wealth Management LLC44,522$2.08M0.0%+9.9%0.489%
1/28/2025 Lodestar Private Asset Management LLC18,898$881K0.1%+3.7%0.207%
1/28/2025 5th Street Advisors LLC425,717$19.85M10.3%+2.4%4.673%
1/27/2025 Summit Wealth Partners LLC8,058$376K0.1%-19.3%0.088%
1/24/2025 SkyOak Wealth LLC194,566$9.07M1.9%+48.7%2.136%
1/23/2025 USAdvisors Wealth Management LLC8,270$385K0.1%+37.4%0.091%
1/22/2025 Perigon Wealth Management LLC88,708$4.14M0.1%+109.0%0.974%
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1/21/2025 LexAurum Advisors LLC22,140$1.03M0.2%-13.8%0.243%
1/17/2025 Beaumont Financial Advisors LLC41,941$1.96M0.1%N/A0.460%
1/17/2025 Transform Wealth LLC117,941$5.52M0.3%+8.8%1.295%
1/10/2025 Lowe Wealth Advisors LLC22,212$1.04M0.4%-5.1%0.244%
12/26/2024 JPMorgan Chase & Co.1,180,567$56.10M0.0%-22.6%12.959%
11/25/2024 Wilmington Savings Fund Society FSB3,253$155K0.0%N/A0.036%
11/25/2024Sanctuary Advisors LLC20,898$977K0.0%+9.0%0.229%
11/15/2024 MML Investors Services LLC8,981$427K0.0%+6.5%0.099%
11/15/2024Legacy Investment Solutions LLC15,582$729K0.5%N/A0.171%
11/15/2024 EP Wealth Advisors LLC1,152,941$54.79M0.5%+6.5%12.656%
(Data available from 1/1/2016 forward)

JSCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JSCP shares?

During the previous two years, 87 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($90.53M), EP Wealth Advisors LLC ($59.19M), JPMorgan Chase & Co. ($56.77M), HB Wealth Management LLC ($52.87M), CWM LLC ($33.34M), 5th Street Advisors LLC ($20.28M), and Roof Eidam Maycock Peralta LLC ($14.43M).Learn more on JSCP's institutional investors.

Which institutional investors have been buying JPMorgan Short Duration Core Plus ETF stock?

Of the 80 institutional investors that purchased JPMorgan Short Duration Core Plus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($2.47M), EP Wealth Advisors LLC ($1.35M), HB Wealth Management LLC ($1.12M), CWM LLC ($644.97K), 5th Street Advisors LLC ($487.86K), Roof Eidam Maycock Peralta LLC ($348.95K), and Bridgewealth Advisory Group LLC ($266.47K).

How much institutional buying is happening at JPMorgan Short Duration Core Plus ETF?

Institutional investors have bought a total of 8,878,646 shares in the last 24 months. This purchase volume represents approximately $413.23M in transactions.

Which JPMorgan Short Duration Core Plus ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold JPMorgan Short Duration Core Plus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($553.37K), JPMorgan Chase & Co. ($343.93K), Bridgewealth Advisory Group LLC ($278.57K), Jane Street Group LLC ($71.77K), 5th Street Advisors LLC ($58.22K), Noesis Capital Mangement Corp ($26.83K), and HighTower Advisors LLC ($26.33K).

How much institutional selling is happening at JPMorgan Short Duration Core Plus ETF?

Institutional investors have sold a total of 1,564,016 shares in the last 24 months. This volume of shares sold represents approximately $73.96M in transactions.



This page (NYSEARCA:JSCP) was last updated on 5/23/2025 by MarketBeat.com Staff
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