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JPMorgan Short Duration Core Plus ETF (JSCP) Institutional Ownership

$46.70 +0.06 (+0.13%)
As of 03:34 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)
86
Total
Institutional Inflows
(last 12 months)
$327.05M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$40.00M
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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
9/2/2026 Citadel Advisors LLC12,362$583K0.0%+138.9%0.034%
8/23/2026 Ameritas Advisory Services LLC39,515$1.86M0.0%+88.8%0.108%
8/23/2026 HB Wealth Management LLC666,586$31.43M0.2%-11.4%1.828%
8/22/2026 Legacy Wealth Managment LLC ID23,140$1.09M0.5%+70.2%0.063%
8/22/2026 Concurrent Investment Advisors LLC5,953$281K0.0%+38.9%0.016%
8/21/2026 SkyOak Wealth LLC313,090$14.76M2.4%+7.4%0.859%
7/9/2026 Hennion & Walsh Asset Management Inc.312,314$14.72M0.4%+11.6%0.909%
7/8/2026 Apella Capital LLC414,958$19.47M0.3%-3.6%1.208%
7/7/2026 CGN Advisors LLC445,972$21.03M1.5%+15.3%1.298%
7/2/2026 Cedar Mountain Advisors LLC2,939$139K0.0%N/A0.009%
6/10/2026 Curry Webb Wealth Management LLC61,477$2.91M1.4%N/A0.203%
5/15/2026 Gateway Wealth Partners LLC9,000$426K0.0%N/A0.030%
5/15/2026 Waverly Advisors LLC140,150$6.63M0.0%-1.9%0.464%
5/13/2026 Cetera Investment Advisers17,809$842K0.0%+249.6%0.059%
5/8/2026 PNC Financial Services Group Inc.8,903$421K0.0%+67.7%0.029%
5/7/2026 Legacy Wealth Managment LLC ID13,596$643K0.3%+85.0%0.045%
5/5/2026 BCGM Wealth Management LLC8,318$393K0.1%-22.9%0.028%
5/5/2026 Noesis Capital Mangement Corp98,352$4.65M0.7%-1.3%0.325%
5/5/2026 D.A. Davidson & CO.30,100$1.42M0.0%-9.2%0.100%
5/5/2026 Beaumont Financial Advisors LLC5,141$243K0.0%-87.0%0.017%
5/5/2026 Milestone 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%
5/5/2026 Sanctuary Advisors LLC30,354$1.44M0.0%+9.1%0.100%
4/30/2026 SkyOak Wealth LLC291,446$13.79M2.5%+7.5%0.967%
4/30/2026 Kestra Advisory Services LLC13,485$638K0.0%+12.3%0.045%
4/30/2026 Beam Wealth Advisors Inc.29,275$1.39M0.3%+0.8%0.097%
4/28/2026 Whitegate Investment Counselors Inc.6,708$317K0.1%+17.8%0.022%
4/27/2026 HB Wealth Management LLC752,086$35.57M0.2%-10.0%2.494%
4/27/2026 Lodestar Private Asset Management LLC22,489$1.06M0.1%+3.2%0.075%
4/27/2026 USAdvisors Wealth Management LLC23,162$1.09M0.4%-6.1%0.077%
4/24/2026 Bellevue Asset Management LLC94,396$4.47M2.2%+1.3%0.314%
4/24/2026 Barnes Pettey Financial Advisors LLC21,093$998K0.4%+31.7%0.070%
4/24/2026 Harbour Investment Management LLC70,850$3.35M1.8%+277.2%0.236%
4/20/2026 Heritage Wealth Management Inc.50,915$2.41M1.2%+3.5%0.170%
4/20/2026 Apella Capital LLC430,656$20.43M0.3%-7.0%1.441%
4/17/2026 Summit Wealth Partners LLC7,411$351K0.1%-8.0%0.025%
2/26/2026 TD Capital Management LLC280,323$13.33M1.2%+29.2%1.044%
2/24/2026 Barnes Wealth Management Group Inc5,414$257K0.1%+4.5%0.020%
2/20/2026 Capstone Wealth Management Inc.20,965$997K0.9%N/A0.078%
2/18/2026 EP Wealth Advisors LLC2,138,160$101.68M0.5%N/A7.966%
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2/18/2026 Main Street Financial Solutions LLC144,378$6.87M0.5%+18.9%0.538%
2/17/2026 Cetera Investment Advisers5,094$242K0.0%-37.9%0.019%
2/17/2026 GeoWealth Management LLC20,555$978K0.0%-14.4%0.077%
2/17/2026 Osaic Holdings Inc.336,056$15.98M0.0%-29.5%1.252%
2/17/2026 Captrust Financial Advisors75,971$3.61M0.0%+13.6%0.283%
2/17/2026 Royal Bank of Canada1,143$55K0.0%N/A0.004%
2/17/2026 Bluedoor Private Wealth LLC6,002$285K0.1%N/A0.022%
2/16/2026 MML Investors Services LLC29,801$1.42M0.0%+5.8%0.111%
2/16/2026 Focus Partners Wealth247,249$11.80M0.0%N/A0.921%
2/13/2026 Kestra Advisory Services LLC12,010$571K0.0%+60.9%0.045%
2/13/2026 Visionary Wealth Advisors123,740$5.89M0.3%-22.2%0.461%
2/13/2026 Stifel Financial Corp8,616$410K0.0%N/A0.032%
2/13/2026 Southeast Asset Advisors LLC19,780$941K0.1%-12.2%0.074%
2/13/2026 Wealthspire Advisors LLC54,217$2.58M0.0%+103.5%0.202%
2/12/2026 Commonwealth Equity Services LLC92,080$4.38M0.0%+91.4%0.343%
2/12/2026 Harbour Investment Management LLC18,785$897K0.5%N/A0.070%
2/12/2026 Promethium Advisors LLC50,415$2.41M1.3%+12.9%0.188%
2/12/2026 Colonial Trust Advisors708$34K0.0%+164.2%0.003%
2/11/2026 LPL Financial LLC27,031$1.29M0.0%+83.7%0.101%
2/11/2026 Milestone Investment Advisors LLC95,716$4.55M1.1%+0.3%0.357%
2/11/2026 JPMorgan Chase & Co.1,794,460$85.34M0.0%+3.2%6.686%
2/11/2026 Tradition Wealth Management LLC59,521$2.83M0.2%-0.7%0.222%
2/11/2026 BBR Partners LLC33,530$1.60M0.1%N/A0.125%
2/10/2026 Natixis Advisors LLC14,833$705K0.0%N/A0.055%
2/10/2026 Clear Point Advisors Inc.46,485$2.21M1.7%+21.9%0.173%
2/10/2026 MidAtlantic Capital Management Inc.16,525$786K0.5%+7.7%0.062%
2/9/2026 Kingsview Wealth Management LLC36,204$1.72M0.0%-0.9%0.135%
2/9/2026 Cary Street Partners Financial LLC54,538$2.59M0.1%+512.2%0.203%
2/9/2026 Prospera Financial Services Inc5,020$239K0.0%-36.0%0.019%
2/6/2026 Global Retirement Partners LLC26,227$1.25M0.0%-18.3%0.098%
2/6/2026 Tortoise Investment Management LLC5,695$271K0.0%-40.0%0.021%
2/6/2026 HighTower Advisors LLC317,388$15.09M0.0%+17.8%1.183%
2/5/2026 Noesis Capital Mangement Corp99,645$4.74M0.7%+58.1%0.371%
2/5/2026 HFM Investment Advisors LLC3,232$154K0.1%-13.7%0.012%
2/5/2026 USAdvisors Wealth Management LLC24,661$1.17M0.4%+34.3%0.092%
2/5/2026 SkyOak Wealth LLC271,185$12.90M2.3%+11.5%1.010%
2/5/2026 Thrivent Financial for Lutherans169,638$8.07M0.0%N/A0.632%
2/5/2026 Allworth Financial LP233,227$11.09M0.0%N/A0.869%
2/4/2026 Bridgewealth Advisory Group LLC354,395$16.85M3.7%+16.4%1.323%
2/4/2026AIFG Consultants Ltd.20,096$956K1.6%+13.1%0.075%
2/4/2026 Beam Wealth Advisors Inc.29,056$1.38M0.4%+1.1%0.108%
2/3/2026 Legacy Wealth Managment LLC ID7,349$349K0.2%+15.9%0.027%
2/2/2026 Legacy Edge Advisors LLC89,025$4.23M0.5%N/A0.332%
1/30/2026 5th Street Advisors LLC367,820$17.49M8.2%-0.5%1.380%
1/30/2026 Barnes Pettey Financial Advisors LLC16,010$761K0.4%+11.1%0.060%
1/30/2026 Fagan Associates Inc.30,745$1.46M0.2%+8.8%0.115%
1/30/2026 Interchange Capital Partners LLC16,331$777K0.1%+2.3%0.061%
1/29/2026 D.A. Davidson & CO.33,140$1.58M0.0%-37.7%0.125%
1/29/2026 UBS Group AG129,849$6.18M0.0%+102.7%0.490%
1/29/2026 Sanctuary Advisors LLC27,828$1.32M0.0%+8.3%0.105%
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1/29/2026 TBH Global Asset Management LLC19,190$1.01M0.2%N/A0.072%
1/28/2026 HB Wealth Management LLC835,354$39.73M0.3%-7.1%3.155%
1/27/2026 Lodestar Private Asset Management LLC21,794$1.04M0.1%+7.5%0.082%
1/26/2026 Merit Financial Group LLC47,479$2.26M0.0%-1.0%0.179%
1/26/2026 Heritage Wealth Management Inc.49,207$2.34M0.7%+8.2%0.186%
1/26/2026 Roof Eidam Maycock Peralta LLC338,653$16.11M3.6%+4.2%1.279%
1/26/2026CWM LLC897,404$42.68M0.1%+6.3%3.389%
1/23/2026 Bellevue Asset Management LLC93,160$4.43M2.0%-0.3%0.365%
1/23/2026 Farther Finance Advisors LLC33,985$1.62M0.0%+30,517.1%0.133%
1/23/2026 Clear Creek Financial Management LLC46,396$2.21M0.2%N/A0.182%


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 ($31.43M), Roberts Wealth Advisors LLC ($23.64M), CGN Advisors LLC ($21.03M), and Apella Capital LLC ($19.47M).Learn more on JPMorgan Short Duration Core Plus ETF's institutional investors.

Of the 111 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 ($2.92M), Wealth Enhancement Advisory Services LLC ($1.82M), HB Wealth Management LLC ($1.12M), CWM LLC ($825.23K), JPMorgan Chase & Co. ($795.38K), Roberts Wealth Advisors LLC ($497.13K), and Apella Capital LLC ($462.86K).

Institutional investors have bought a total of 6,876,666 shares in the last 24 months. This purchase volume represents approximately $327.05M in transactions.

Of the 28 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: HB Wealth Management LLC ($445.07K), Osaic Holdings Inc. ($140.50K), Apella Capital LLC ($47.90K), Visionary Wealth Advisors ($35.33K), Beaumont Financial Advisors LLC ($34.53K), Flow Traders U.S. LLC ($29.39K), and D.A. Davidson & CO. ($25.93K).

Institutional investors have sold a total of 842,439 shares in the last 24 months. This volume of shares sold represents approximately $40.00M in transactions.


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Institutional ownership data for NYSEARCA:JSCP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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