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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$46.99 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$400.31M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$120.79M
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JSCP Institutional Buying and Selling by Quarter

JPMorgan Short Duration Core Plus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Cedar Mountain Advisors LLC2,939$139K0.0%N/A0.009%
6/10/2026Curry Webb Wealth Management LLC61,477$2.91M1.4%N/A0.203%
5/15/2026Gateway Wealth Partners LLC9,000$426K0.0%N/A0.030%
5/15/2026Waverly Advisors LLC140,150$6.63M0.0%-1.9%0.464%
5/13/2026Cetera Investment Advisers17,809$842K0.0%+249.6%0.059%
5/8/2026PNC Financial Services Group Inc.8,903$421K0.0%+67.7%0.029%
5/7/2026Legacy Wealth Managment LLC ID13,596$643K0.3%+85.0%0.045%
5/5/2026BCGM Wealth Management LLC8,318$393K0.1%-22.9%0.028%
5/5/2026Noesis Capital Mangement Corp98,352$4.65M0.7%-1.3%0.325%
5/5/2026D.A. Davidson & CO.30,100$1.42M0.0%-9.2%0.100%
5/5/2026Beaumont Financial Advisors LLC5,141$243K0.0%-87.0%0.017%
5/5/2026Milestone Investment Advisors LLC90,443$4.28M1.0%-5.5%0.299%
5/5/2026Signet Financial Management LLC277,982$13.15M1.5%+5.4%0.920%
5/5/2026Sanctuary Advisors LLC30,354$1.44M0.0%+9.1%0.100%
4/30/2026SkyOak Wealth LLC291,446$13.79M2.5%+7.5%0.967%
4/30/2026Kestra Advisory Services LLC13,485$638K0.0%+12.3%0.045%
4/30/2026Beam Wealth Advisors Inc.29,275$1.39M0.3%+0.8%0.097%
4/28/2026Whitegate Investment Counselors Inc.6,708$317K0.1%+17.8%0.022%
4/27/2026HB Wealth Management LLC752,086$35.57M0.2%-10.0%2.494%
4/27/2026Lodestar Private Asset Management LLC22,489$1.06M0.1%+3.2%0.075%
4/27/2026USAdvisors Wealth Management LLC23,162$1.09M0.4%-6.1%0.077%
4/24/2026Bellevue Asset Management LLC94,396$4.47M2.2%+1.3%0.314%
4/24/2026Barnes Pettey Financial Advisors LLC21,093$998K0.4%+31.7%0.070%
4/24/2026Harbour Investment Management LLC70,850$3.35M1.8%+277.2%0.236%
4/20/2026Heritage Wealth Management Inc.50,915$2.41M1.2%+3.5%0.170%
4/20/2026Apella Capital LLC430,656$20.43M0.3%-7.0%1.441%
4/17/2026Summit Wealth Partners LLC7,411$351K0.1%-8.0%0.025%
2/26/2026TD Capital Management LLC280,323$13.33M1.2%+29.2%1.044%
2/24/2026Barnes Wealth Management Group Inc5,414$257K0.1%+4.5%0.020%
2/20/2026Capstone Wealth Management Inc.20,965$997K0.9%N/A0.078%
2/18/2026EP Wealth Advisors LLC2,138,160$101.68M0.5%N/A7.966%
2/18/2026Main Street Financial Solutions LLC144,378$6.87M0.5%+18.9%0.538%
2/17/2026Cetera Investment Advisers5,094$242K0.0%-37.9%0.019%
2/17/2026GeoWealth Management LLC20,555$978K0.0%-14.4%0.077%
2/17/2026Osaic Holdings Inc.336,056$15.98M0.0%-29.5%1.252%
2/17/2026Captrust Financial Advisors75,971$3.61M0.0%+13.6%0.283%
2/17/2026Royal Bank of Canada1,143$55K0.0%N/A0.004%
2/17/2026Bluedoor Private Wealth LLC6,002$285K0.1%N/A0.022%
2/16/2026MML Investors Services LLC29,801$1.42M0.0%+5.8%0.111%
2/16/2026Focus Partners Wealth247,249$11.80M0.0%N/A0.921%
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2/13/2026Kestra Advisory Services LLC12,010$571K0.0%+60.9%0.045%
2/13/2026Visionary Wealth Advisors123,740$5.89M0.3%-22.2%0.461%
2/13/2026Stifel Financial Corp8,616$410K0.0%N/A0.032%
2/13/2026Southeast Asset Advisors LLC19,780$941K0.1%-12.2%0.074%
2/13/2026Wealthspire Advisors LLC54,217$2.58M0.0%+103.5%0.202%
2/12/2026Commonwealth Equity Services LLC92,080$4.38M0.0%+91.4%0.343%
2/12/2026Harbour Investment Management LLC18,785$897K0.5%N/A0.070%
2/12/2026Promethium Advisors LLC50,415$2.41M1.3%+12.9%0.188%
2/12/2026Colonial Trust Advisors708$34K0.0%+164.2%0.003%
2/11/2026LPL Financial LLC27,031$1.29M0.0%+83.7%0.101%
2/11/2026Milestone Investment Advisors LLC95,716$4.55M1.1%+0.3%0.357%
2/11/2026JPMorgan Chase & Co.1,794,460$85.34M0.0%+3.2%6.686%
2/11/2026Tradition Wealth Management LLC59,521$2.83M0.2%-0.7%0.222%
2/11/2026BBR Partners LLC33,530$1.60M0.1%N/A0.125%
2/10/2026Natixis Advisors LLC14,833$705K0.0%N/A0.055%
2/10/2026Clear Point Advisors Inc.46,485$2.21M1.7%+21.9%0.173%
2/10/2026MidAtlantic Capital Management Inc.16,525$786K0.5%+7.7%0.062%
2/9/2026Kingsview Wealth Management LLC36,204$1.72M0.0%-0.9%0.135%
2/9/2026Cary Street Partners Financial LLC54,538$2.59M0.1%+512.2%0.203%
2/9/2026Prospera Financial Services Inc5,020$239K0.0%-36.0%0.019%
2/6/2026Global Retirement Partners LLC26,227$1.25M0.0%-18.3%0.098%
2/6/2026Tortoise Investment Management LLC5,695$271K0.0%-40.0%0.021%
2/6/2026HighTower Advisors LLC317,388$15.09M0.0%+17.8%1.183%
2/5/2026Noesis Capital Mangement Corp99,645$4.74M0.7%+58.1%0.371%
2/5/2026HFM Investment Advisors LLC3,232$154K0.1%-13.7%0.012%
2/5/2026USAdvisors Wealth Management LLC24,661$1.17M0.4%+34.3%0.092%
2/5/2026SkyOak Wealth LLC271,185$12.90M2.3%+11.5%1.010%
2/5/2026Thrivent Financial for Lutherans169,638$8.07M0.0%N/A0.632%
2/5/2026Allworth Financial LP233,227$11.09M0.0%N/A0.869%
2/4/2026Bridgewealth Advisory Group LLC354,395$16.85M3.7%+16.4%1.323%
2/4/2026AIFG Consultants Ltd.20,096$956K1.6%+13.1%0.075%
2/4/2026Beam Wealth Advisors Inc.29,056$1.38M0.4%+1.1%0.108%
2/3/2026Legacy Wealth Managment LLC ID7,349$349K0.2%+15.9%0.027%
2/2/2026Legacy Edge Advisors LLC89,025$4.23M0.5%N/A0.332%
1/30/20265th Street Advisors LLC367,820$17.49M8.2%-0.5%1.380%
1/30/2026Barnes Pettey Financial Advisors LLC16,010$761K0.4%+11.1%0.060%
1/30/2026Fagan Associates Inc.30,745$1.46M0.2%+8.8%0.115%
1/30/2026Interchange Capital Partners LLC16,331$777K0.1%+2.3%0.061%
1/29/2026D.A. Davidson & CO.33,140$1.58M0.0%-37.7%0.125%
1/29/2026UBS Group AG129,849$6.18M0.0%+102.7%0.490%
1/29/2026Sanctuary Advisors LLC27,828$1.32M0.0%+8.3%0.105%
1/29/2026TBH Global Asset Management LLC19,190$1.01M0.2%N/A0.072%
1/28/2026HB Wealth Management LLC835,354$39.73M0.3%-7.1%3.155%
1/27/2026Lodestar Private Asset Management LLC21,794$1.04M0.1%+7.5%0.082%
1/26/2026Merit Financial Group LLC47,479$2.26M0.0%-1.0%0.179%
1/26/2026Heritage Wealth Management Inc.49,207$2.34M0.7%+8.2%0.186%
1/26/2026Roof Eidam Maycock Peralta LLC338,653$16.11M3.6%+4.2%1.279%
1/26/2026CWM LLC897,404$42.68M0.1%+6.3%3.389%
1/23/2026Bellevue Asset Management LLC93,160$4.43M2.0%-0.3%0.365%
1/23/2026Farther Finance Advisors LLC33,985$1.62M0.0%+30,517.1%0.133%
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1/23/2026Clear Creek Financial Management LLC46,396$2.21M0.2%N/A0.182%
1/22/2026Flagship Capital Management Inc.4,325$206K0.1%N/A0.017%
1/21/2026Apella Capital LLC462,858$22.01M0.4%+2.9%1.814%
1/21/2026Leo Wealth LLC7,469$355K0.0%N/A0.029%
1/16/2026Perigon Wealth Management LLC120,232$5.72M0.1%+5.4%0.475%
1/15/2026Professional Financial Advisors LLC10,217$486K0.1%N/A0.040%
1/14/2026Hennion & Walsh Asset Management Inc.408,925$19.45M0.7%+4.2%1.617%
1/13/202621 West Wealth Management LLC68,326$3.25M3.0%+5.8%0.272%
1/13/2026Roberts Wealth Advisors LLC497,126$23.64M6.2%+33.7%1.978%
1/8/2026Wealth Enhancement Advisory Services LLC281,859$13.41M0.0%+3.6%1.122%


JSCP Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 institutional investors and hedge funds held shares of JPMorgan Short Duration Core Plus ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($101.68M), JPMorgan Chase & Co. ($85.34M), CWM LLC ($42.68M), HB Wealth Management LLC ($35.57M), Roberts Wealth Advisors LLC ($23.64M), Apella Capital LLC ($20.43M), and Hennion & Walsh Asset Management Inc. ($19.45M).Learn more on JPMorgan Short Duration Core Plus ETF's institutional investors.

Of the 110 institutional investors that purchased JPMorgan Short Duration Core Plus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($3.05M), Wealth Enhancement Advisory Services LLC ($2.49M), HB Wealth Management LLC ($1.12M), CWM LLC ($841.77K), JPMorgan Chase & Co. ($795.38K), Roberts Wealth Advisors LLC ($497.13K), and Apella Capital LLC ($462.86K).

Institutional investors have bought a total of 8,419,962 shares in the last 24 months. This purchase volume represents approximately $400.31M in transactions.

Of the 34 institutional investors that sold JPMorgan Short Duration Core Plus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($1.66M), HB Wealth Management LLC ($367.86K), Osaic Holdings Inc. ($140.50K), 5th Street Advisors LLC ($61.82K), Visionary Wealth Advisors ($35.33K), Beaumont Financial Advisors LLC ($35.28K), and Apella Capital LLC ($32.20K).

Institutional investors have sold a total of 2,545,019 shares in the last 24 months. This volume of shares sold represents approximately $120.79M in transactions.


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This page (NYSEARCA:JSCP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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