Who owns JPMorgan Short Duration Core Plus ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JSCP from SEC Form 13F filings across 122 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 122 institutions disclosed 15.3M shares of JPMorgan Short Duration Core Plus ETF worth $721.7M — about 82.5% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
122
13F holders
$721.7M
value, 2026 filers
82.5%
of shares outstanding (15.3M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JSCP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 2.7M | $125.5M | 0.0% | 14.3% | +3.4% |
| 2 | EP Wealth Advisors, LLC | 2.2M | $102.5M | 0.4% | 11.7% | -2.1% |
| 3 | HB Wealth Management, LLC | 666,586 | $31.4M | 0.2% | 3.6% | -11.4% |
| 4 | Roberts Wealth Advisors, LLC | 626,222 | $29.5M | 6.7% | 3.4% | +6.6% |
| 5 | MCF Advisors LLC | 514,151 | $24.2M | 0.9% | 2.8% | +1.0% |
| 6 | CGN Advisors LLC | 445,972 | $21.0M | 1.5% | 2.4% | +15.3% |
| 7 | Apella Capital, LLC | 414,958 | $19.5M | 0.3% | 2.2% | -3.6% |
| 8 | 5th Street Advisors, LLC | 396,649 | $18.7M | 7.1% | 2.1% | +2.9% |
| 9 | Bridgewealth Advisory Group, LLC | 387,797 | $18.3M | 3.5% | 2.1% | +4.1% |
| 10 | HighTower Advisors, LLC | 373,551 | $17.6M | 0.0% | 2% | -3.5% |
| 11 | TD Capital Management LLC | 372,471 | $17.6M | 1.4% | 2% | +15.7% |
| 12 | Roof Eidam Maycock Peralta, LLC | 347,102 | $16.4M | 3.2% | 1.9% | -0.2% |
| 13 | Integrated Wealth Concepts LLC | 343,466 | $16.2M | 0.1% | 1.9% | +3.9% |
| 14 | SkyOak Wealth, LLC | 313,090 | $14.8M | 2.4% | 1.7% | +7.4% |
| 15 | Hennion & Walsh Asset Management, Inc. | 312,314 | $14.7M | 0.4% | 1.7% | +11.6% |
| 16 | Summit Financial, LLC | 294,935 | $13.9M | 0.2% | 1.6% | +5.7% |
| 17 | RAYMOND JAMES FINANCIAL INC | 278,885 | $13.1M | 0.0% | 1.5% | -6.5% |
| 18 | Focus Partners Wealth | 256,767 | $12.1M | 0.0% | 1.4% | +0.5% |
| 19 | Global Retirement Partners, LLCNEW | 209,110 | $9.9M | 0.2% | 1.1% | new |
| 20 | Main Street Financial Solutions, LLCNEW | 189,754 | $8.9M | 0.6% | 1% | new |
| 21 | UBS Group AG | 186,871 | $8.8M | 0.0% | 1% | +1.8% |
| 22 | OSAIC HOLDINGS, INC. | 173,527 | $8.2M | 0.0% | 0.9% | -48.4% |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 145,674 | $6.8M | 0.0% | 0.8% | +14.1% |
| 24 | Perigon Wealth Management, LLC | 138,292 | $6.5M | 0.1% | 0.7% | +11.1% |
| 25 | Waverly Advisors, LLC | 133,923 | $6.3M | 0.0% | 0.7% | -4.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.