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Disclosery

JSCP J P MORGAN EXCHANGE TRADED F

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SHORT DURA CORE (fund)

93 managers (93 13F filers) reported a position in JSCP shares at 2025-06-30, 10,456,498 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
93
13F filers
93
New
20
Added
36
Reduced
21
Sold out
9
Shares held by filers
10,456,498

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
EP Wealth Advisors, LLC1,863,913$88.4M0.58%+610,11913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,398,693$66.4M<0.01%+22,35713F-HRTimelineGroup
HB Wealth Management, LLC1,111,660$52.7M0.42%-8,28813F-HRTimeline
CWM, LLCin group CWM, LLC686,431$32.6M0.11%-19,81213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.375,075$17.8M0.72%new13F-HRTimeline
5th Street Advisors, LLC374,706$17.8M8.83%-54,93413F-HRTimeline
Roof Eidam Maycock Peralta, LLC307,590$14.6M3.6%+1,88313F-HRTimeline
Bridgewealth Advisory Group, LLC297,180$14.1M3.58%+277,69813F-HRTimeline
Roberts Wealth Advisors, LLC266,880$12.7M3.64%+135,92313F-HRTimeline
HighTower Advisors, LLC258,424$12.3M0.02%-15,67613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…259,727$12.2M0.02%-1,657,85413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.242,671$11.5M0.02%+122,04713F-HR/ATimelineGroup
SkyOak Wealth, LLC226,657$10.8M2.16%+11,56713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC216,731$10.3M0.02%+149,11113F-HRTimelineGroup
Visionary Wealth Advisors187,727$8.91M0.45%+55,91013F-HRTimeline
NorthCoast Asset Management LLC166,761$7.91M0.03%new13F-HRTimeline
Waverly Advisors, LLC141,598$6.72M0.07%-3,07413F-HRTimeline
TD Capital Management LLC137,036$6.5M0.61%+20,97713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,032$5.88M<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC119,131$5.65M0.13%+9,48613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…111,557$5.29M0.01%new13F-HR/ATimelineGroup
Milestone Investment Advisors LLC91,435$4.34M1.13%-1,24613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC84,916$4.03M1.96%new13F-HRTimeline
Tradition Wealth Management, LLC68,285$3.24M0.26%-73913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS64,632$3.07M0.01%-51013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,768$2.93M<0.01%+51,79913F-HRTimeline
21 West Wealth Management LLC61,246$2.91M2.93%13F-HRTimeline
MAI Capital Management59,659$2.83M0.02%-3,59513F-HRTimeline
D.A. DAVIDSON & CO.56,033$2.66M0.02%-1,30313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP54,244$2.57M0.45%-9,37213F-HRTimeline
UBS Group AGin group UBS Group AG51,613$2.45M<0.01%-6,05513F-HRTimelineGroup
Merit Financial Group, LLC50,066$2.38M0.03%new13F-HRTimeline
Heritage Wealth Management, Inc.48,165$2.28M0.74%-2,45513F-HRTimeline
Kingsview Wealth Management, LLC46,870$2.22M0.04%+2,00413F-HRTimeline
FLOW TRADERS U.S. LLC46,847$2.22M0.08%new13F-HRTimeline
Main Street Financial Solutions, LLC45,473$2.16M0.16%+30,07713F-HRTimeline
PROMETHIUM ADVISORS,LLC40,115$1.9M1.16%+5,72513F-HRTimeline
Beaumont Financial Advisors, LLC39,344$1.87M0.14%-74713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,697$1.79M<0.01%+1,08013F-HRTimelineGroup
Global Retirement Partners, LLC33,836$1.61M0.04%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.29,895$1.42M0.42%+27813F-HRTimeline
BCGM Wealth Management, LLC26,197$1.24M0.35%+3,79913F-HRTimeline
MML INVESTORS SERVICES, LLC25,883$1.23M<0.01%-31,62213F-HRTimeline
FAS Wealth Partners, Inc.25,327$1.2M0.09%+31613F-HRTimeline
LexAurum Advisors, LLC24,411$1.16M0.18%-14913F-HRTimeline
Frederick Financial Consultants, LLC23,765$1.13M0.7%+2,79613F-HRTimeline
Lowe Wealth Advisors, LLC23,716$1.13M0.44%-113F-HRTimeline
Sanctuary Advisors, LLC23,525$1.12M0.01%+56213F-HRTimeline
GeoWealth Management, LLC23,027$1.09M0.04%-1,81913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,601$1.02M<0.01%+3,14413F-HRTimelineGroup
Southeast Asset Advisors, LLC19,397$920K0.11%+10413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,960$899K0.1%+11913F-HRTimeline
AIFG Consultants Ltd.16,897$802K1.56%+6,66813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,644$790K<0.01%+2,63313F-HRTimelineGroup
Interchange Capital Partners, LLC16,115$764K0.18%+2,51513F-HR/ATimeline
MidAtlantic Capital Management, Inc.15,347$728K0.52%+24813F-HRTimeline
LPL Financial LLC14,869$705K<0.01%+6613F-HRTimeline
Lodestone Wealth Management LLC13,414$636K0.31%+15313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC11,607$551K0.37%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,393$540K0.07%new13F-HRTimeline
USAdvisors Wealth Management, LLC10,079$478K0.18%+80613F-HRTimeline
INVENIO WEALTH PARTNERS LLC9,978$473K0.19%013F-HRTimeline
Tortoise Investment Management, LLC9,485$450K0.04%013F-HRTimeline
Legacy Edge Advisors, LLC8,598$408K0.05%new13F-HRTimeline
HRT FINANCIAL LP8,598$407K<0.01%new13F-HRTimeline
Summit Wealth Partners, LLC8,058$382K0.07%013F-HRTimeline
Leo Wealth, LLC7,303$346K0.03%new13F-HRTimeline
Legacy Investment Solutions, LLC6,205$294K0.16%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6,205$294K0.16%-10,22113F-HRTimelineGroup
Prospera Financial Services Inc5,759$273K0.01%new13F-HRTimeline
CGN Advisors LLC5,528$262K0.02%+92213F-HRTimeline
NewEdge Advisors, LLC5,400$256K<0.01%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,313$252K0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,147$244K<0.01%+83813F-HRTimelineGroup
Gradient Capital Advisors, LLC4,909$233K0.07%+21213F-HRTimeline
One Capital Management, LLC4,775$227K0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,694$223K0.13%+26813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,234$201K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4,041$192K0.08%-26013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,086$146K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,005$143K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,000$142K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,627$77.2K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC1,288$61.1K0.01%013F-HRTimeline
Centricity Wealth Management, LLC525$24.9K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…500$23.7K0.02%+713F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors268$12.7K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.220$10.4K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163$8K<0.01%new13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…69$3.27K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC23$1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$65<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.