JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$45.98
+0.04 (+0.09%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$123.24M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.22M
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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
4/25/2024Lodestar Private Asset Management LLC14,805$689K0.1%-3.7%0.166%
4/18/2024 Bridgewealth Advisory Group LLC169,454$7.89M3.9%+97.4%1.906%
4/18/2024 Park Place Capital Corp3,785$176K0.1%+12.1%0.043%
4/16/2024 Norway Savings Bank67,939$3.16M1.3%+29.6%0.764%
4/16/2024 Transform Wealth LLC107,617$5.01M0.5%+1.7%1.211%
4/10/2024 LexAurum Advisors LLC16,122$750K0.2%+5.0%0.181%
4/9/2024 Lowe Wealth Advisors LLC26,315$1.22M0.6%+1.6%0.471%
2/29/2024Tortoise Investment Management LLC25,185$1.17M0.2%-2.7%0.451%
2/28/2024EP Wealth Advisors LLC879,237$40.93M0.5%+8.5%15.729%
2/13/2024Platform Technology Partners69,670$3.23M1.3%+154.3%1.246%
2/12/2024Tradition Wealth Management LLC252,899$11.77M1.3%+18.2%4.524%
2/12/20245th Street Advisors LLC379,843$17.68M10.9%-2.6%6.795%
2/12/2024Stifel Financial Corp123,822$5.76M0.0%N/A2.215%
2/9/2024Milestone Investment Advisors LLC30,147$1.40M0.4%+39.7%0.539%
2/9/2024D.A. Davidson & CO.44,075$2.05M0.0%-1.0%0.788%
2/8/2024Tortoise Investment Management LLC25,185$1.17M0.2%-2.7%0.451%
2/7/2024Roof Eidam Maycock Peralta LLC348,952$16.24M4.9%+0.7%6.242%
2/6/2024Noesis Capital Mangement Corp73,250$3.41M0.8%-2.1%1.310%
2/5/2024First Ascent Asset Management LLC24,920$1.16M0.1%+6.7%0.446%
2/5/2024 Bridgewealth Advisory Group LLC85,831$4.00M3.1%N/A1.535%
2/5/2024Sargent Investment Group LLC7,265$338K0.1%-17.2%0.130%
2/1/2024 CWM LLC14,165$659K0.0%N/A0.253%
1/31/2024Beam Wealth Advisors Inc.29,863$1.39M0.9%-16.8%0.534%
1/30/2024Scissortail Wealth Management LLC27,924$1.30M0.4%N/A0.500%
1/29/2024Lodestar Private Asset Management LLC15,372$716K0.1%-11.6%0.275%
1/24/2024 Park Place Capital Corp3,375$157K0.1%-34.1%0.060%
1/23/2024StrategIQ Financial Group LLC78,188$3.64M0.4%+33.5%1.399%
1/23/2024FAS Wealth Partners Inc.23,580$1.10M0.1%+1.1%0.422%
1/19/2024Patriot Financial Group Insurance Agency LLC7,878$367K0.1%N/A0.141%
1/12/2024 Norway Savings Bank52,403$2.44M1.1%+23.1%0.937%
1/12/2024SkyOak Wealth LLC28,901$1.35M0.4%N/A0.517%
1/11/2024 Ausdal Financial Partners Inc.25,388$1.18M0.1%-23.9%0.454%
1/11/2024 LexAurum Advisors LLC15,359$715K0.2%+55.0%0.275%
1/5/2024 Lowe Wealth Advisors LLC25,890$1.21M0.6%+4.8%0.463%
11/24/2023EP Wealth Advisors LLC810,559$36.77M0.6%+6,227.1%14.500%
11/13/2023Clearstead Advisors LLC1,288$58K0.0%N/A0.023%
11/8/2023 Ausdal Financial Partners Inc.33,351$1.51M0.2%+11.6%0.597%
11/8/2023HighTower Advisors LLC303,215$13.75M0.0%+16.1%5.424%
11/8/2023Platform Technology Partners27,394$1.24M0.6%+4.4%0.490%
11/8/2023D.A. Davidson & CO.44,523$2.02M0.0%+9.3%0.796%
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11/8/2023First Ascent Asset Management LLC23,366$1.06M0.1%-12.0%0.418%
11/7/2023Madison Wealth Management17,538$796K0.2%+32.5%0.314%
11/7/2023Clearstead Advisors LLC1,288$58K0.0%N/A0.023%
11/4/2023Noesis Capital Mangement Corp74,820$3.39M0.9%-22.6%1.338%
11/3/2023Tobias Financial Advisors Inc.73,404$3.33M0.9%-13.9%1.313%
10/31/20235th Street Advisors LLC389,987$17.69M11.7%N/A6.977%
10/31/2023Lodestar Private Asset Management LLC17,380$788K0.1%+47.8%0.311%
10/26/2023Beam Wealth Advisors Inc.35,903$1.63M1.2%-8.7%0.642%
10/26/2023Pennsylvania Capital Management Inc. ADV7,269$330K0.1%-11.8%0.130%
10/24/2023 Cambridge Investment Research Advisors Inc.5,207$236K0.0%-16.5%0.093%
10/23/2023FAS Wealth Partners Inc.23,318$1.06M0.1%+1.0%0.417%
10/23/2023Commonwealth Equity Services LLC166,994$7.58M0.0%+3.4%2.987%
10/23/2023 Lowe Wealth Advisors LLC24,695$1.12M0.6%+8.8%0.442%
10/19/2023Roof Eidam Maycock Peralta LLC346,570$15.72M5.2%+15.0%6.200%
10/17/2023 Park Place Capital Corp5,124$232K0.1%-9.7%0.092%
10/16/2023 LexAurum Advisors LLC9,906$449K0.1%N/A0.177%
10/11/2023 Transform Wealth LLC106,134$4.81M0.5%+1.5%1.899%
8/11/2023D.A. Davidson & CO.40,728$1.87M0.0%+10.2%0.729%
8/10/2023Osaic Holdings Inc.116,974$5.35M0.0%-13.6%2.093%
8/10/2023Commonwealth Equity Services LLC161,535$7.40M0.0%+4.8%2.890%
8/10/2023Pacific Center for Financial Services618$28K0.0%N/A0.011%
8/8/2023FAS Wealth Partners Inc.23,085$1.06M0.1%+1.0%0.413%
8/7/2023Tortoise Investment Management LLC24,990$1.15M0.2%-12.2%0.447%
8/3/2023Tobias Financial Advisors Inc.85,244$3.90M1.1%-12.5%1.525%
8/2/2023Milestone Investment Advisors LLC21,507$985K0.3%N/A0.385%
8/1/2023First Ascent Asset Management LLC26,559$1.22M0.2%+73.2%0.475%
8/1/2023USAdvisors Wealth Management LLC10,372$475K0.2%-3.7%0.186%
8/1/2023Roof Eidam Maycock Peralta LLC301,440$13.81M4.6%N/A5.392%
7/31/2023 Ausdal Financial Partners Inc.29,881$1.37M0.2%N/A0.535%
7/31/2023Noesis Capital Mangement Corp96,671$4.43M1.1%+3.7%1.729%
7/27/2023Lodestar Private Asset Management LLC11,762$539K0.1%-29.3%0.210%
7/26/2023Beam Wealth Advisors Inc.39,320$1.80M1.3%+1.0%0.900%
7/25/2023Lodestone Wealth Management LLC21,535$986K0.7%-5.6%0.493%
7/18/2023Pennsylvania Capital Management Inc. ADV8,239$377K0.2%N/A0.189%
7/18/2023StrategIQ Financial Group LLC31,594$1.45M0.2%N/A0.723%
7/14/2023 Transform Wealth LLC104,534$4.79M0.4%+1.0%2.392%
7/12/2023 Collective Family Office LLC4,438$203K0.1%-39.6%0.102%
7/12/2023Platform Technology Partners26,239$1.20M0.6%+12.4%0.600%
7/11/2023 Norway Savings Bank37,147$1.70M0.9%+20.3%0.850%
7/7/2023 Lowe Wealth Advisors LLC22,695$1.04M0.5%+28.3%0.519%
6/5/2023EP Wealth Advisors LLC113,859$5.73M0.1%N/A2.605%
5/12/2023WMS Partners LLC810,282$37.50M3.3%+33.0%18.542%
5/12/2023Tradition Wealth Management LLC246,884$11.43M1.4%+1.5%5.650%
5/12/2023HighTower Advisors LLC253,497$11.73M0.0%-10.4%5.801%
5/11/2023FAS Wealth Partners Inc.22,856$1.06M0.1%+1.0%0.523%
5/11/2023Commonwealth Equity Services LLC154,181$7.14M0.0%+9.9%3.528%
5/10/2023Cerro Pacific Wealth Advisors LLC4,940$229K0.1%-92.6%0.113%
5/10/2023First Ascent Asset Management LLC15,334$710K0.1%+49.6%0.351%
5/9/2023Nelson Capital Management LLC5,950$275K0.1%-11.5%0.136%
5/9/2023Tortoise Investment Management LLC28,452$1.32M0.2%-16.8%0.651%
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5/8/2023Madison Wealth Management13,285$615K0.1%+37.2%0.304%
5/8/2023Noesis Capital Mangement Corp93,266$4.32M1.1%+6.7%2.134%
5/8/2023 Global Retirement Partners LLC590$27K0.0%N/A0.014%
5/3/2023Axxcess Wealth Management LLC20,595$953K0.1%+6.2%0.471%
5/2/2023Sargent Investment Group LLC8,895$411K0.1%-30.9%0.204%
5/2/2023 Park Place Capital Corp5,537$256K0.1%+30.6%0.127%
4/26/2023Beam Wealth Advisors Inc.38,929$1.80M1.8%+1.0%0.891%
4/25/2023Lodestar Private Asset Management LLC16,631$770K0.1%-62.7%0.381%
4/25/2023D.A. Davidson & CO.36,954$1.71M0.0%+13.0%0.846%
4/24/2023Tobias Financial Advisors Inc.97,443$4.51M1.3%-19.3%2.230%
(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, 66 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were Legacy Wealth Management Inc ($46.81M), EP Wealth Advisors LLC ($40.93M), WMS Partners LLC ($37.50M), JPMorgan Chase & Co. ($21.75M), 5th Street Advisors LLC ($17.68M), Hennion & Walsh Asset Management Inc. ($16.76M), and Roof Eidam Maycock Peralta LLC ($16.24M).Learn more on JSCP's institutional investors.

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

Of the 52 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: EP Wealth Advisors LLC ($1.55M), Legacy Wealth Management Inc ($1.15M), WMS Partners LLC ($810.28K), 5th Street Advisors LLC ($389.99K), HighTower Advisors LLC ($360.85K), Roof Eidam Maycock Peralta LLC ($348.95K), and Tradition Wealth Management LLC ($328.85K).

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

Institutional investors have bought a total of 6,856,550 shares in the last 24 months. This purchase volume represents approximately $317.39M in transactions.

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

Of the 37 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: Nelson Capital Management LLC ($416.35K), Tortoise Investment Management LLC ($256.53K), JPMorgan Chase & Co. ($232.24K), EP Wealth Advisors LLC ($151.03K), Tobias Financial Advisors Inc. ($128.35K), ERn Financial LLC ($128.31K), and Legacy Wealth Management Inc ($124.80K).

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

Institutional investors have sold a total of 2,056,945 shares in the last 24 months. This volume of shares sold represents approximately $95.42M in transactions.


This page (NYSEARCA:JSCP) was last updated on 4/27/2024 by MarketBeat.com Staff

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