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Disclosery

JSCP J P MORGAN EXCHANGE TRADED F

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SHORT DURA CORE (fund)

78 managers (78 13F filers) reported a position in JSCP shares at 2024-12-31, 9,180,280 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
78
13F filers
78
New
10
Added
38
Reduced
18
Sold out
6
Shares held by filers
9,180,280

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,801,181$84M0.16%+1,677,45913F-HR/ATimeline
EP Wealth Advisors, LLC1,229,803$57.3M0.47%+76,86213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,217,477$56.8M<0.01%+36,91013F-HRTimelineGroup
WMS Partners, LLC1,057,969$49.3M2.76%+69,02213F-HRTimeline
5th Street Advisors, LLC425,717$19.9M10.32%+10,16413F-HRTimeline
Roof Eidam Maycock Peralta, LLC308,357$14.4M3.71%-23,14013F-HRTimeline
Bridgewealth Advisory Group, LLC298,047$13.9M3.94%+32,56913F-HRTimeline
HighTower Advisors, LLC288,237$13.4M0.02%-12,19513F-HRTimeline
Shorepoint Capital Partners LLC219,550$10.2M2.34%+2,67413F-HRTimeline
SkyOak Wealth, LLC194,566$9.07M1.94%+63,69213F-HRTimeline
CWM, LLCin group CWM, LLC173,645$8.1M0.03%+20,34813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…148,214$6.91M0.01%+8,56013F-HRTimelineGroup
Waverly Advisors, LLC140,030$6.53M0.1%+6,00913F-HRTimeline
Transform Wealth, LLC117,941$5.52M0.31%+9,57413F-HRTimeline
Milestone Investment Advisors LLC99,881$4.66M1.27%+7,65013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,035$4.52M0.01%+2,74013F-HR/ATimelineGroup
Perigon Wealth Management, LLC88,708$4.14M0.1%+46,27313F-HRTimeline
Tradition Wealth Management, LLC85,894$4.01M0.35%-3,13313F-HRTimeline
TD Capital Management LLC79,188$3.69M0.38%+69,49213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,677$3.16M0.01%+62,96413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP65,471$3.05M0.58%+2,48013F-HRTimeline
MAI Capital Management63,496$2.96M0.02%-11,52713F-HRTimeline
LPL Financial LLC59,202$2.76M<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG58,549$2.73M<0.01%+13,15313F-HRTimelineGroup
D.A. DAVIDSON & CO.57,751$2.69M0.02%-1,79213F-HRTimeline
Heritage Wealth Management, Inc.53,475$2.49M0.83%-63413F-HRTimeline
Kingsview Wealth Management, LLC44,522$2.08M0.04%+3,99813F-HRTimeline
Beaumont Financial Advisors, LLC41,941$1.96M0.15%new13F-HRTimeline
Riggs Capital Management LLC41,501$1.94M1.9%13F-HRTimeline
Ausdal Financial Partners, Inc.33,337$1.55M0.13%+2,18713F-HRTimeline
GeoWealth Management, LLC31,869$1.49M0.05%-3,41213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,342$1.41M<0.01%13F-HR/ATimelineGroup
Global Retirement Partners, LLC29,672$1.38M0.04%+10,70713F-HRTimeline
BEAM WEALTH ADVISORS, INC.29,264$1.36M0.43%-1,38813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,454$1.19M<0.01%+12,51713F-HRTimelineGroup
FAS Wealth Partners, Inc.24,714$1.15M0.1%+29213F-HRTimeline
Sanctuary Advisors, LLC22,407$1.05M0.01%+1,50913F-HRTimeline
Lowe Wealth Advisors, LLC22,212$1.04M0.44%-1,20013F-HRTimeline
LexAurum Advisors, LLC22,140$1.03M0.2%-3,54113F-HRTimeline
Lodestone Wealth Management LLC21,936$1.02M0.51%-39713F-HRTimeline
BCGM Wealth Management, LLC20,246$944K0.3%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,898$881K0.11%+67013F-HRTimeline
Southeast Asset Advisors, LLC17,513$817K0.1%+6,42813F-HRTimeline
MidAtlantic Capital Management, Inc.14,778$689K0.5%+40013F-HRTimeline
Interchange Capital Partners, LLC13,600$634K0.23%-10,32713F-HRTimeline
MML INVESTORS SERVICES, LLC12,052$562K<0.01%+3,07113F-HRTimeline
Cambridge Investment Research Advisors,…10,797$503K<0.01%-19,03313F-HRTimeline
Legacy Investment Solutions, LLC10,720$501K0.33%-4,86213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,720$501K0.33%-4,86213F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC10,665$497K0.21%+8413F-HRTimeline
Tortoise Investment Management, LLC10,485$489K0.05%-1,16513F-HR/ATimeline
Vawter Financial, Ltd.10,245$478K0.29%+1,89513F-HRTimeline
FLOW TRADERS U.S. LLC10,009$467K0.02%+93913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,580$447K<0.01%+4113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,692$405K<0.01%+6,77313F-HRTimelineGroup
USAdvisors Wealth Management, LLC8,270$385K0.13%+2,25013F-HRTimeline
Summit Wealth Partners, LLC8,058$376K0.08%-1,92513F-HRTimeline
CGN Advisors LLC6,019$281K0.03%+4613F-HRTimeline
NewEdge Advisors, LLC5,400$252K<0.01%+20113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,313$248K0.18%new13F-HRTimeline
Leo Wealth, LLC4,827$225K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,704$219K<0.01%-1,62313F-HRTimelineGroup
Gradient Capital Advisors, LLC4,697$219K0.07%new13F-HRTimeline
WNY Asset Management, LLC4,612$215K0.03%new13F-HRTimeline
AIFG Consultants Ltd.4,576$213K0.35%new13F-HRTimeline
Main Street Financial Solutions, LLC4,465$208K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,253$152K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,000$140K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,964$91.6K<0.01%+1,36413F-HRTimelineGroup
Clearstead Trust, LLC1,288$60.1K0.01%013F-HRTimeline
Centricity Wealth Management, LLC525$24.5K0.02%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/497$23.2K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…488$22.7K0.02%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY432$20.2K<0.01%new13F-HR/ATimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors268$12.5K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC202$9.42K<0.01%013F-HRTimeline
Park Place Capital Corp50$2.33K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.