Who Owns JSCP?
JPMorgan Short Duration Core Plus ETF — Institutional Ownership & 13F Holdings
$47.38
+0.01 (+0.02%)
Market Cap
$881.6M
Shares Outstanding
18,552,090
Institutional Holders
77
Total Inst. Value
$375.5M
% of Float Held
—
QoQ Holder Change
+41
Institutional data as of Q1 2025
New Positions
20
Closed Positions
10
Increased
26
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $90.5M | 1,917,581 |
| 2 | JPMORGAN CHASE & CO | $65.0M | 1,376,336 |
| 3 | HB Wealth Management, LLCNew | $52.9M | 1,119,948 |
| 4 | 5th Street Advisors, LLCNew | $20.3M | 429,640 |
| 5 | Roof Eidam Maycock Peralta, LLC | $14.4M | 305,707 |
| 6 | HighTower Advisors, LLC | $12.9M | 274,100 |
| 7 | Shorepoint Capital Partners LLC | $10.6M | 224,086 |
| 8 | SkyOak Wealth, LLC | $10.2M | 215,090 |
| 9 | Transform Wealth, LLC | $7.8M | 164,368 |
| 10 | Waverly Advisors, LLC | $6.8M | 144,672 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +1.8M | $90.5M |
| JPMORGAN CHASE & CO | +159K | $65.0M |
| HB Wealth Management, LLCNew | +1.1M | $52.9M |
| 5th Street Advisors, LLCNew | +430K | $20.3M |
| Shorepoint Capital Partners LLC | +5K | $10.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bridgewealth Advisory Group, LLC | -279K | $920K |
| LPL Financial LLC | -44K | $699K |
| Tradition Wealth Management, LLC | -17K | $3.3M |
| HighTower Advisors, LLC | -14K | $12.9M |
| JONES FINANCIAL COMPANIES LLLP | -8K | $21K |
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Frequently Asked Questions
How many institutional investors hold JSCP?
As of Q1 2025, 77 institutional investors report holding JSCP (JPMorgan Short Duration Core Plus ETF) in their 13F filings.
Which hedge fund owns the most JSCP?
The largest institutional holder of JSCP is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $90.5M in shares.
Are institutions buying or selling JSCP?
This quarter, 20 institutions opened new positions in JSCP and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.