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Disclosery

JSCP J P MORGAN EXCHANGE TRADED F

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SHORT DURA CORE (fund)

122 managers (123 13F filers) reported a position in JSCP shares at 2026-06-30, 15,335,033 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
122
13F filers
123
New
10
Added
68
Reduced
32
Sold out
9
Shares held by filers
15,335,033

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,659,489$125M0.01%+86,90013F-HRTimelineGroup
EP Wealth Advisors, LLC2,173,607$102M0.39%-45,79413F-HRTimeline
HB Wealth Management, LLC666,586$31.4M0.18%-85,50013F-HRTimeline
Roberts Wealth Advisors, LLC626,222$29.5M6.71%+38,84913F-HRTimeline
MCF Advisors LLC514,151$24.2M0.87%+5,13713F-HRTimeline
CGN Advisors LLC445,972$21M1.53%+59,23313F-HRTimeline
Apella Capital, LLC414,958$19.5M0.28%-15,69813F-HRTimeline
5th Street Advisors, LLC396,649$18.7M7.24%+11,03613F-HRTimeline
Bridgewealth Advisory Group, LLC387,797$18.3M3.45%+15,30813F-HRTimeline
HighTower Advisors, LLC373,551$17.6M0.02%-13,63813F-HRTimeline
TD Capital Management LLC372,471$17.6M1.44%+50,52913F-HRTimeline
Roof Eidam Maycock Peralta, LLC347,102$16.4M3.22%-70913F-HRTimeline
Integrated Wealth Concepts LLC345,066$16.3M0.08%+14,44713F-HRTimeline
SkyOak Wealth, LLC313,090$14.8M2.41%+21,64413F-HRTimeline
Hennion & Walsh Asset Management, Inc.312,314$14.7M0.42%+32,41713F-HRTimeline
Summit Financial, LLC294,935$13.9M0.15%+15,77713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC278,885$13.1M<0.01%-19,31213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth256,767$12.1M0.01%+1,35013F-HRTimelineGroup
Global Retirement Partners, LLC209,110$9.86M0.15%13F-HRTimeline
Main Street Financial Solutions, LLC189,754$8.95M0.57%+4,28713F-HRTimeline
UBS Group AGin group UBS Group AG186,871$8.81M<0.01%+3,30413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.173,527$8.18M0.01%-162,71713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…145,674$6.83M0.01%+17,95013F-HRTimeline
Perigon Wealth Management, LLC138,292$6.52M0.1%+13,84613F-HRTimeline
Waverly Advisors, LLC133,923$6.31M0.04%-6,22713F-HRTimeline
MAI Capital Management133,167$6.28M0.02%+17,17213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,950$6.03M0.01%+15,51513F-HRTimeline
Boyce & Associates Wealth Consulting, I…122,458$5.77M4%+3,09713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,108$5.66M<0.01%+11,83713F-HRTimelineGroup
Legacy Edge Advisors, LLC119,228$5.62M0.52%+17,16013F-HR/ATimeline
New Insight Wealth Advisors103,714$4.89M1.44%+29,06813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…102,898$4.85M0.11%-6,78213F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP102,715$4.84M0.58%+4,36313F-HRTimeline
LPL Financial LLC97,376$4.59M<0.01%+67,75313F-HRTimeline
Milestone Investment Advisors LLC92,768$4.37M0.95%+2,32513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC83,297$3.93M1.81%-11,09913F-HRTimeline
21 West Wealth Management LLC76,794$3.62M3.09%-8,35213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS74,686$3.52M0.01%-6913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC71,860$3.39M1.75%+1,01013F-HRTimeline
Wealthspire Advisors, LLC66,366$3.13M0.02%+14,57613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,624$3.09M<0.01%+39,80413F-HRTimelineGroup
Curry Webb Wealth Management LLC59,320$2.8M1.16%-2,15713F-HRTimeline
PROMETHIUM ADVISORS,LLC57,265$2.7M1.3%+4,20013F-HRTimeline
Tradition Wealth Management, LLC54,636$2.58M0.16%-1,62113F-HRTimeline
Heritage Wealth Management, Inc.52,686$2.48M0.62%+1,77113F-HRTimeline
Clear Creek Financial Management, LLC50,862$2.4M0.15%+5,67813F-HRTimeline
Farther Finance Advisors, LLC40,549$1.91M0.01%+4,70013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…39,515$1.86M0.04%+18,59013F-HRTimelineGroup
FAGAN ASSOCIATES, INC.38,750$1.83M0.22%+3,55013F-HRTimeline
LexAurum Advisors, LLC37,824$1.78M0.21%+20,09213F-HRTimeline
Clear Point Advisors Inc.37,040$1.75M1.55%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC35,391$1.67M0.52%+14,29813F-HRTimeline
BBR PARTNERS, LLC32,962$1.55M0.07%013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding31,817$1.5M+15Timeline
Diversified Portfolios, Inc.31,248$1.47M0.11%+7,40613F-HRTimeline
Kingsview Wealth Management, LLC31,176$1.47M0.02%-4,59813F-HRTimeline
D.A. DAVIDSON & CO.30,015$1.42M0.01%-8513F-HRTimeline
Sanctuary Advisors, LLC29,957$1.41M0.01%-39713F-HRTimeline
Cetera Investment Advisers29,401$1.39M<0.01%+11,59213F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC28,695$1.35M0.47%new13F-HRTimeline
MML INVESTORS SERVICES, LLC28,258$1.33M<0.01%+5,45313F-HRTimeline
BEAM WEALTH ADVISORS, INC.27,027$1.27M0.28%-2,24813F-HR/ATimeline
Cambridge Investment Research Advisors,…24,749$1.17M<0.01%+6,50313F-HR/ATimeline
Southeast Asset Advisors, LLC23,452$1.11M0.11%+19013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,266$1.1M<0.01%-5,58613F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23,140$1.09M0.45%+9,54413F-HRTimelineGroup
USAdvisors Wealth Management, LLC22,674$1.07M0.31%-48813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,362$1.05M0.09%-12713F-HRTimeline
Avidian Wealth Enterprises, LLC21,399$1.01M0.03%+12,42613F-HRTimeline
Capstone Wealth Management, Inc.21,431$1.01M0.76%+23613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,629$972K<0.01%+2,45913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,826$840K<0.01%+1,42713F-HRTimelineGroup
CRA Financial Services, LLC17,631$831K0.1%+4,22213F-HRTimeline
Peck Wealth Management, LLC16,362$771K0.65%+7,14513F-HRTimeline
Interchange Capital Partners, LLC16,091$759K0.14%+2,49113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,821$746K<0.01%+2,00013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.14,657$691K0.43%-2,40913F-HRTimeline
GeoWealth Management, LLC14,159$668K0.02%-97513F-HRTimeline
Lodestone Wealth Management LLC13,977$659K0.23%+13913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,755$648K<0.01%+27013F-HRTimelineGroup
Merit Financial Group, LLC13,209$623K<0.01%-28,55913F-HR/ATimeline
Tempus Wealth Planning, LLC13,202$622K0.12%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,362$583K<0.01%+7,18813F-HRTimelineGroup
Krilogy Financial LLC11,227$529K0.02%013F-HRTimeline
Professional Financial Advisors, LLC10,694$504K0.09%+10313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,000$471K0.01%013F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC9,978$470K0.17%013F-HRTimeline
Vawter Financial, Ltd.9,364$441K0.17%-6613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,990$424K0.07%new13F-HRTimeline
BCGM Wealth Management, LLC8,748$412K0.09%+43013F-HRTimeline
Flagship Capital Management Inc.8,620$406K0.26%+3,02013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,360$394K0.17%-2,16413F-HRTimeline
&PARTNERS8,236$388K<0.01%+47313F-HRTimeline
Summit Wealth Partners, LLC7,540$355K0.05%+12913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,694$316K<0.01%-2,20913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,237$294K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,953$281K<0.01%+1,66613F-HRTimelineGroup
Wealth Dimensions Group, Ltd.5,947$280K0.05%013F-HRTimeline
Visionary Wealth Advisors5,484$259K0.01%-28,48413F-HRTimeline
Whitegate Investment Counselors, Inc.5,484$259K0.07%-1,22413F-HRTimeline
Prospera Financial Services Inc5,370$253K<0.01%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,313$250K0.16%013F-HRTimeline
Beaumont Financial Advisors, LLC5,007$236K0.02%-13413F-HRTimeline
Barnes Wealth Management Group, Inc4,626$218K0.1%new13F-HRTimeline
Gradient Capital Advisors, LLC4,478$211K0.05%+18313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,465$211K<0.01%+18613F-HR/ATimeline
IMA Advisory Services, Inc.4,290$202K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC3,655$171K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,400$160K<0.01%013F-HRTimeline
Bank of New Hampshire3,075$145K0.03%+2,57513F-HRTimeline
Cedar Mountain Advisors, LLC2,939$139K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,901$137K<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC2,381$112K0.04%-43813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,270$107K<0.01%+1,66513F-HRTimelineGroup
Trust Co2,151$101K0.01%+99413F-HRTimeline
IFG Advisory, LLC2,130$100K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,250$59K<0.01%+75013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors701$33K<0.01%-713F-HRTimelineGroup
AMERIFLEX GROUP, INC.437$20.6K0.01%013F-HRTimeline
NewEdge Advisors, LLC215$10.1K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC202$9.52K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…84$3.96K<0.01%+113F-HRTimeline