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Disclosery

JSCP J P MORGAN EXCHANGE TRADED F

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SHORT DURA CORE (fund)

80 managers (80 13F filers) reported a position in JSCP shares at 2025-03-31, 10,108,208 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
80
13F filers
80
New
9
Added
34
Reduced
23
Sold out
4
Shares held by filers
10,108,208

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…1,917,581$90.5M0.17%+116,40013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,376,336$65M<0.01%+158,85913F-HRTimelineGroup
EP Wealth Advisors, LLC1,253,794$59.2M0.47%+23,99113F-HRTimeline
HB Wealth Management, LLC1,119,948$52.9M0.44%new13F-HRTimeline
CWM, LLCin group CWM, LLC706,243$33.3M0.13%+532,59813F-HRTimelineGroup
5th Street Advisors, LLC429,640$20.3M9.78%+3,92313F-HRTimeline
Roof Eidam Maycock Peralta, LLC305,707$14.4M3.83%-2,65013F-HRTimeline
HighTower Advisors, LLC274,100$12.9M0.02%-14,13713F-HRTimeline
Shorepoint Capital Partners LLC224,086$10.6M2.39%+4,53613F-HRTimeline
SkyOak Wealth, LLC215,090$10.2M2.22%+20,52413F-HRTimeline
Transform Wealth, LLC164,368$7.76M0.47%+46,42713F-HRTimeline
Waverly Advisors, LLC144,672$6.83M0.08%+4,64213F-HRTimeline
Visionary Wealth Advisors131,817$6.22M0.37%new13F-HRTimeline
Roberts Wealth Advisors, LLC130,957$6.18M1.91%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,624$5.69M0.01%+23,58913F-HRTimelineGroup
TD Capital Management LLC116,059$5.48M0.55%+36,87113F-HRTimeline
Perigon Wealth Management, LLC109,645$5.18M0.13%+20,93713F-HRTimeline
Milestone Investment Advisors LLC92,681$4.38M1.21%-7,20013F-HRTimeline
Tradition Wealth Management, LLC69,024$3.26M0.29%-16,87013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,620$3.19M0.01%new13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS65,142$3.08M0.01%-2,53513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP63,616$3M0.6%-1,85513F-HR/ATimeline
MAI Capital Management63,254$2.99M0.02%-24213F-HRTimeline
UBS Group AGin group UBS Group AG57,668$2.72M<0.01%-88113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC57,505$2.71M0.01%+45,45313F-HRTimeline
D.A. DAVIDSON & CO.57,336$2.71M0.02%-41513F-HRTimeline
Heritage Wealth Management, Inc.50,620$2.39M0.81%-2,85513F-HRTimeline
Kingsview Wealth Management, LLC44,866$2.12M0.04%+34413F-HRTimeline
Beaumont Financial Advisors, LLC40,091$1.89M0.15%-1,85013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,617$1.73M<0.01%+6,27513F-HRTimelineGroup
Ausdal Financial Partners, Inc.36,141$1.71M0.13%+2,80413F-HRTimeline
PROMETHIUM ADVISORS,LLC34,390$1.62M1.04%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.29,617$1.4M0.47%+35313F-HRTimeline
FAS Wealth Partners, Inc.25,011$1.18M0.1%+29713F-HRTimeline
GeoWealth Management, LLC24,846$1.17M0.05%-7,02313F-HRTimeline
LexAurum Advisors, LLC24,560$1.16M0.22%+2,42013F-HRTimeline
Lowe Wealth Advisors, LLC23,717$1.12M0.48%+1,50513F-HRTimeline
Sanctuary Advisors, LLC22,963$1.08M0.01%+55613F-HRTimeline
BCGM Wealth Management, LLC22,398$1.06M0.32%+2,15213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,789$1.03M<0.01%-3,66513F-HRTimelineGroup
Frederick Financial Consultants, LLC20,969$990K0.71%new13F-HRTimeline
Bridgewealth Advisory Group, LLC19,482$920K1.21%-278,56513F-HRTimeline
Southeast Asset Advisors, LLC19,293$911K0.11%+1,78013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,841$889K0.11%-5713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,457$871K<0.01%+9,76513F-HR/ATimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,426$775K0.56%+5,70613F-HRTimelineGroup
Main Street Financial Solutions, LLC15,396$727K0.06%+10,93113F-HRTimeline
MidAtlantic Capital Management, Inc.15,099$713K0.56%+32113F-HRTimeline
LPL Financial LLC14,803$699K<0.01%-44,39913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,011$661K<0.01%+9,30713F-HRTimelineGroup
Interchange Capital Partners, LLC13,600$642K0.18%013F-HRTimeline
Lodestone Wealth Management LLC13,261$626K0.33%-8,67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,976$613K<0.01%new13F-HRTimelineGroup
Vawter Financial, Ltd.10,245$484K0.27%013F-HRTimeline
AIFG Consultants Ltd.10,229$483K0.8%+5,65313F-HRTimeline
INVENIO WEALTH PARTNERS LLC9,978$471K0.2%-68713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,969$471K<0.01%+38913F-HRTimeline
Tortoise Investment Management, LLC9,485$448K0.05%-1,00013F-HR/ATimeline
USAdvisors Wealth Management, LLC9,273$437K0.15%+1,00313F-HRTimeline
Cambridge Investment Research Advisors,…8,980$424K<0.01%-1,81713F-HRTimeline
Summit Wealth Partners, LLC8,058$380K0.08%013F-HRTimeline
NewEdge Advisors, LLC5,400$255K<0.01%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,313$251K0.2%013F-HRTimeline
Gradient Capital Advisors, LLC4,697$222K0.07%013F-HRTimeline
WNY Asset Management, LLC4,622$218K0.03%+1013F-HRTimeline
CGN Advisors LLC4,606$217K0.02%-1,41313F-HRTimeline
Barnes Wealth Management Group, Inc4,426$209K0.13%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,309$203K<0.01%+2,34513F-HRTimelineGroup
HFM Investment Advisors, LLC4,301$203K0.1%13F-HRTimeline
Wilmington Savings Fund Society, FSB3,005$142K<0.01%-24813F-HRTimeline
Geneos Wealth Management Inc.3,000$142K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,288$60.8K0.01%013F-HRTimeline
Centricity Wealth Management, LLC525$24.8K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/497$23.5K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…493$23.3K0.02%+513F-HRTimeline
AMERIFLEX GROUP, INC.437$20.6K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors268$12.7K<0.01%013F-HRTimelineGroup
Park Place Capital Corp50$2.36K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$84<0.01%-43113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.