Skip to content

JSCP J P MORGAN EXCHANGE TRADED F

Follow

SHORT DURA CORE (fund)

123 managers (124 13F filers) reported a position in JSCP shares at 2026-03-31, 16,234,622 shares in all. 24 filers opened a position and 6 filers sold out during the quarter.

Managers
123
13F filers
124
New
24
Added
57
Reduced
30
Sold out
6
Shares held by filers
16,234,622

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,572,589$121M0.01%+778,12913F-HR/ATimelineGroup
EP Wealth Advisors, LLC2,219,401$105M0.52%+81,24113F-HRTimeline
CWM, LLCin group CWM, LLC927,435$43.9M0.12%+30,03113F-HRTimelineGroup
HB Wealth Management, LLC752,086$35.6M0.23%-83,26813F-HRTimeline
Roberts Wealth Advisors, LLC587,373$27.8M7.05%+90,24713F-HRTimeline
MCF Advisors LLC509,014$24.1M1.06%new13F-HRTimeline
Apella Capital, LLC430,656$20.4M0.3%-32,20213F-HRTimeline
HighTower Advisors, LLC387,189$18.3M0.02%+69,80113F-HRTimeline
CGN Advisors LLC386,739$18.3M1.44%+380,82013F-HRTimeline
5th Street Advisors, LLC385,613$18.2M7.91%+17,79313F-HRTimeline
Bridgewealth Advisory Group, LLC372,489$17.6M3.65%+18,09413F-HRTimeline
Roof Eidam Maycock Peralta, LLC347,811$16.5M3.77%+9,15813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.336,244$15.9M0.02%+18813F-HRTimelineGroup
Integrated Wealth Concepts LLC330,619$15.6M0.12%new13F-HRTimeline
TD Capital Management LLC321,942$15.2M1.37%+41,61913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC298,197$14.1M<0.01%+93,76413F-HRTimelineGroup
SkyOak Wealth, LLC291,446$13.8M2.52%+20,26113F-HRTimeline
Hennion & Walsh Asset Management, Inc.279,897$13.2M0.45%-129,02813F-HRTimeline
Summit Financial, LLC279,158$13.2M0.17%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC277,982$13.1M1.47%+14,14513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth255,417$12.1M0.01%+8,16813F-HRTimelineGroup
Allworth Financial LP248,537$11.8M0.05%+15,31013F-HRTimeline
Main Street Financial Solutions, LLC185,467$8.77M0.64%+41,08913F-HRTimeline
UBS Group AGin group UBS Group AG183,567$8.68M<0.01%+53,71813F-HRTimelineGroup
Waverly Advisors, LLC140,150$6.63M0.05%-2,73413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…127,724$6.03M0.01%-154,13513F-HRTimeline
Perigon Wealth Management, LLC124,446$5.89M0.11%+4,21413F-HRTimeline
Boyce & Associates Wealth Consulting, I…119,361$5.65M4.28%new13F-HRTimeline
MAI Capital Management115,995$5.49M0.03%+28,15513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,435$5.32M0.01%+20,35513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…109,680$5.19M0.13%+55,14213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP108,271$5.1M<0.01%+41,34313F-HRTimelineGroup
Legacy Edge Advisors, LLC102,068$4.83M0.51%+13,04313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP98,352$4.65M0.69%-1,29313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC94,396$4.46M2.23%+1,23613F-HRTimeline
Milestone Investment Advisors LLC90,443$4.28M1.03%-5,27313F-HRTimeline
21 West Wealth Management LLC85,146$4.03M3.74%+16,82013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS74,755$3.54M0.01%-1,21613F-HRTimeline
New Insight Wealth Advisors74,646$3.53M1.27%+51,31313F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC70,850$3.35M1.82%+52,06513F-HRTimeline
Curry Webb Wealth Management LLC61,477$2.91M1.37%-4,77013F-HRTimeline
Tradition Wealth Management, LLC56,257$2.66M0.19%-3,26413F-HRTimeline
PROMETHIUM ADVISORS,LLC53,065$2.51M1.3%+2,65013F-HRTimeline
Wealthspire Advisors, LLC51,790$2.45M0.02%-2,42713F-HRTimeline
Heritage Wealth Management, Inc.50,915$2.41M1.19%+1,70813F-HRTimeline
Clear Creek Financial Management, LLC45,184$2.14M0.16%-1,21213F-HRTimeline
Merit Financial Group, LLC41,768$1.98M0.01%-5,71113F-HRTimeline
Kingsview Wealth Management, LLC35,774$1.69M0.02%-43013F-HRTimeline
Farther Finance Advisors, LLC35,849$1.69M0.02%+1,86413F-HRTimeline
FAGAN ASSOCIATES, INC.35,200$1.66M0.23%+4,45513F-HRTimeline
Visionary Wealth Advisors33,968$1.61M0.07%-89,77213F-HRTimeline
BBR PARTNERS, LLC32,962$1.56M0.09%-56813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding31,802$1.5MnewTimeline
Sanctuary Advisors, LLC30,354$1.44M0.01%+2,52613F-HRTimeline
D.A. DAVIDSON & CO.30,100$1.42M0.01%-3,04013F-HRTimeline
LPL Financial LLC29,623$1.4M<0.01%+2,59213F-HRTimeline
BEAM WEALTH ADVISORS, INC.29,275$1.38M0.34%+21913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,852$1.36M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,820$1.22M<0.01%+17,20413F-HRTimelineGroup
Diversified Portfolios, Inc.23,842$1.13M0.09%new13F-HRTimeline
Southeast Asset Advisors, LLC23,262$1.1M0.12%+3,48213F-HRTimeline
USAdvisors Wealth Management, LLC23,162$1.09M0.36%-1,49913F-HRTimeline
MML INVESTORS SERVICES, LLC22,805$1.08M<0.01%-6,99613F-HRTimeline
FLOW TRADERS U.S. LLC22,579$1.07M0.03%+12,60713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,489$1.06M0.1%+69513F-HRTimeline
Capstone Wealth Management, Inc.21,195$999K0.85%+23013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC21,093$998K0.43%+5,08313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,925$990K0.04%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,246$863K<0.01%+6,24313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,170$859K<0.01%+3,33713F-HRTimelineGroup
Cetera Investment Advisers17,809$842K<0.01%+12,71513F-HRTimeline
LexAurum Advisors, LLC17,732$839K0.11%13F-HRTimeline
OLD MISSION CAPITAL LLC17,170$812K0.02%new13F-HRTimeline
MidAtlantic Capital Management, Inc.17,066$807K0.56%+54113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,399$776K<0.01%-4,25513F-HRTimelineGroup
GeoWealth Management, LLC15,134$716K0.03%-5,42113F-HRTimeline
Lodestone Wealth Management LLC13,838$655K0.26%+13413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,821$654K<0.01%+11,86913F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,596$643K0.32%+6,24713F-HRTimelineGroup
Interchange Capital Partners, LLC13,600$642K0.2%-2,73113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,485$638K<0.01%+1,47513F-HRTimelineGroup
CRA Financial Services, LLC13,409$634K0.08%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,216$578K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC11,227$531K0.02%013F-HRTimeline
Professional Financial Advisors, LLC10,591$501K0.1%+37413F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,524$498K0.23%+4,52213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,000$473K0.01%new13F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC9,978$472K0.19%013F-HRTimeline
Vawter Financial, Ltd.9,430$446K0.19%013F-HR/ATimeline
Peck Wealth Management, LLC9,217$436K0.44%+5,05013F-HRTimeline
Gateway Wealth Partners, LLC9,000$426K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC8,973$424K0.01%new13F-HRTimeline
SEEDS INVESTOR LLC8,911$422K0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,903$421K<0.01%+3,59313F-HRTimelineGroup
BCGM Wealth Management, LLC8,318$393K0.1%-2,46413F-HRTimeline
&PARTNERS7,763$367K<0.01%new13F-HRTimeline
Leo Wealth, LLC7,551$357K0.03%+8213F-HRTimeline
Summit Wealth Partners, LLC7,411$351K0.06%-64713F-HRTimeline
Whitegate Investment Counselors, Inc.6,708$317K0.1%+1,01213F-HRTimeline
Wealth Dimensions Group, Ltd.5,947$281K0.06%new13F-HRTimeline
Tortoise Investment Management, LLC5,695$269K0.02%013F-HRTimeline
Flagship Capital Management Inc.5,600$265K0.19%+1,27513F-HRTimeline
Prospera Financial Services Inc5,370$254K<0.01%+35013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,313$251K0.18%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,174$245K<0.01%-189,00613F-HRTimelineGroup
Beaumont Financial Advisors, LLC5,141$243K0.02%-34,53213F-HRTimeline
Gradient Capital Advisors, LLC4,295$203K0.05%-61413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,287$203K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,279$202K<0.01%-5513F-HRTimeline
Salomon & Ludwin, LLC3,655$172K0.02%013F-HRTimeline
Geneos Wealth Management Inc.3,400$161K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,901$137K<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC2,819$133K0.05%-41313F-HRTimeline
KM Capital Management Ltd.1,575$74.2K0.05%new13F-HRTimeline
Trust Co1,157$54.7K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors708$33.5K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN605$28.6K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$24K<0.01%-64313F-HRTimelineGroup
Bank of New Hampshire500$23.6K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.437$20.7K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC202$9.55K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…83$3.93K<0.01%013F-HRTimeline
Advisory Services Network, LLC8$378<0.01%new13F-HRTimeline