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Disclosery

JSCP J P MORGAN EXCHANGE TRADED F

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SHORT DURA CORE (fund)

107 managers (107 13F filers) reported a position in JSCP shares at 2025-12-31, 13,635,915 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
107
13F filers
107
New
18
Added
55
Reduced
22
Sold out
7
Shares held by filers
13,635,915

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EP Wealth Advisors, LLC2,138,160$102M0.53%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,794,460$85.3M0.01%+55,42413F-HRTimelineGroup
CWM, LLCin group CWM, LLC897,404$42.7M0.12%+53,27313F-HRTimelineGroup
HB Wealth Management, LLC835,354$39.7M0.26%-63,78413F-HRTimeline
Roberts Wealth Advisors, LLC497,126$23.6M6.17%+125,39313F-HRTimeline
Apella Capital, LLC462,858$22M0.43%+13,01913F-HRTimeline
Hennion & Walsh Asset Management, Inc.408,925$19.4M0.67%+16,41413F-HRTimeline
5th Street Advisors, LLC367,820$17.5M8.17%-1,92413F-HRTimeline
Bridgewealth Advisory Group, LLC354,395$16.9M3.72%+50,05013F-HRTimeline
Roof Eidam Maycock Peralta, LLC338,653$16.1M3.65%+13,56613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.336,056$16M0.02%-140,50013F-HRTimelineGroup
HighTower Advisors, LLC317,388$15.1M0.02%+48,03813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…281,859$13.4M0.02%+9,86913F-HRTimeline
TD Capital Management LLC280,323$13.3M1.18%+63,31013F-HRTimeline
SkyOak Wealth, LLC271,185$12.9M2.32%+28,03213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC263,837$12.5M1.4%+19,41413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth247,249$11.8M0.01%new13F-HRTimelineGroup
Allworth Financial LP233,227$11.1M0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,433$9.72M<0.01%+159,08813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC194,180$9.23M0.01%+166,37613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…169,638$8.07M0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC144,378$6.87M0.51%+22,91713F-HRTimeline
Waverly Advisors, LLC142,884$6.8M0.06%+1,16913F-HRTimeline
UBS Group AGin group UBS Group AG129,849$6.18M<0.01%+65,80013F-HRTimelineGroup
Visionary Wealth Advisors123,740$5.88M0.27%-35,32813F-HRTimeline
Perigon Wealth Management, LLC120,232$5.72M0.1%+6,11213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP99,645$4.74M0.69%+36,61013F-HRTimeline
Milestone Investment Advisors LLC95,716$4.55M1.1%+27113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC93,160$4.43M1.43%-26713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC92,080$4.38M0.01%+43,97713F-HRTimeline
Legacy Edge Advisors, LLC89,025$4.23M0.46%+15,16513F-HRTimeline
MAI Capital Management87,840$4.18M0.02%+24,53213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS75,971$3.61M0.01%+9,12313F-HRTimeline
21 West Wealth Management LLC68,326$3.25M2.97%+3,74513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,928$3.18M<0.01%+20,61813F-HRTimelineGroup
Curry Webb Wealth Management LLC66,247$3.15M1.56%13F-HRTimeline
Tradition Wealth Management, LLC59,521$2.83M0.2%-40313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…54,538$2.59M0.06%+45,62913F-HRTimelineGroup
Wealthspire Advisors, LLC54,217$2.58M0.02%+27,57213F-HRTimeline
PROMETHIUM ADVISORS,LLC50,415$2.41M1.3%+5,75013F-HRTimeline
Heritage Wealth Management, Inc.49,207$2.34M0.65%+3,72213F-HRTimeline
Merit Financial Group, LLC47,479$2.26M0.02%-48613F-HRTimeline
Clear Point Advisors Inc.46,485$2.21M1.72%+8,35213F-HRTimeline
Clear Creek Financial Management, LLC46,396$2.21M0.18%new13F-HRTimeline
Beaumont Financial Advisors, LLC39,673$1.89M0.12%+16313F-HRTimeline
Kingsview Wealth Management, LLC36,204$1.72M0.02%-33213F-HRTimeline
Farther Finance Advisors, LLC33,985$1.62M0.02%+33,87413F-HRTimeline
BBR PARTNERS, LLC33,530$1.59M0.09%new13F-HRTimeline
D.A. DAVIDSON & CO.33,140$1.58M0.01%-20,07313F-HRTimeline
FAGAN ASSOCIATES, INC.30,745$1.46M0.19%+2,49513F-HRTimeline
MML INVESTORS SERVICES, LLC29,801$1.42M<0.01%+1,62513F-HRTimeline
BEAM WEALTH ADVISORS, INC.29,056$1.38M0.38%+31313F-HRTimeline
Sanctuary Advisors, LLC27,828$1.32M0.01%+2,12413F-HRTimeline
LPL Financial LLC27,031$1.29M<0.01%+12,31513F-HRTimeline
Global Retirement Partners, LLC26,227$1.25M0.02%-5,88913F-HRTimeline
USAdvisors Wealth Management, LLC24,661$1.17M0.39%+6,30313F-HRTimeline
New Insight Wealth Advisors23,333$1.11M0.4%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC21,794$1.04M0.1%+1,52413F-HRTimeline
TBH Global Asset Management, LLC19,190$1.01M0.17%new13F-HRTimeline
Capstone Wealth Management, Inc.20,965$997K0.87%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,654$982K<0.01%-1,57713F-HRTimelineGroup
GeoWealth Management, LLC20,555$978K0.04%-3,44413F-HRTimeline
AIFG Consultants Ltd.20,096$956K1.64%+2,32013F-HRTimeline
Southeast Asset Advisors, LLC19,780$941K0.09%-2,75413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC18,785$897K0.48%new13F-HRTimeline
MidAtlantic Capital Management, Inc.16,525$786K0.5%+1,17813F-HRTimeline
Interchange Capital Partners, LLC16,331$777K0.14%+37113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC16,010$761K0.38%+1,59613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,833$705K<0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC13,704$652K0.27%+13313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,010$571K<0.01%+4,54813F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,003$571K<0.01%new13F-HRTimeline
Krilogy Financial LLC11,227$535K0.02%-913F-HRTimeline
BCGM Wealth Management, LLC10,782$513K0.13%-15,88613F-HRTimeline
Professional Financial Advisors, LLC10,217$486K0.1%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC9,978$475K0.18%013F-HRTimeline
FLOW TRADERS U.S. LLC9,972$474K0.02%-7,48813F-HRTimeline
Vawter Financial, Ltd.9,430$448K0.19%-16813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,616$410K<0.01%new13F-HRTimelineGroup
Summit Wealth Partners, LLC8,058$383K0.07%013F-HRTimeline
Leo Wealth, LLC7,469$355K0.03%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7,349$349K0.17%+1,00613F-HRTimelineGroup
BLUEDOOR PRIVATE WEALTH, LLC6,002$285K0.13%13F-HRTimeline
CGN Advisors LLC5,919$281K0.02%+12313F-HRTimeline
Whitegate Investment Counselors, Inc.5,696$271K0.08%new13F-HRTimeline
Tortoise Investment Management, LLC5,695$271K0.02%-3,79013F-HRTimeline
Barnes Wealth Management Group, Inc5,414$257K0.14%+23213F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,313$253K0.17%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,310$253K<0.01%+10913F-HRTimelineGroup
Cetera Investment Advisers5,094$242K<0.01%-3,10613F-HRTimeline
Prospera Financial Services Inc5,020$239K<0.01%-2,82513F-HRTimeline
Gradient Capital Advisors, LLC4,909$233K0.06%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,334$206K<0.01%+10013F-HRTimeline
Flagship Capital Management Inc.4,325$206K0.15%13F-HRTimeline
Peck Wealth Management, LLC4,167$198K0.19%-1,28313F-HRTimeline
Salomon & Ludwin, LLC3,655$174K0.02%013F-HRTimeline
Geneos Wealth Management Inc.3,400$162K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3,232$154K0.06%-51213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,901$138K<0.01%+2,90013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,952$92.8K<0.01%+11513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,143$55K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors708$33.7K<0.01%+44013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…511$24.3K0.02%+513F-HRTimeline
AMERIFLEX GROUP, INC.437$20.8K0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC202$9.61K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC137$6.51K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…83$3.92K<0.01%new13F-HRTimeline