JPMORGAN SHORT DURATION CORE JSCP
$46.99
+0.1% 52w: $45.10 – $47.16
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data45.1046.1347.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
123
+16 QoQ
13F value
$758.9M
+17.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JSCP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 2.6M | $121.5M | 0.0% | +43.4% |
| EP Wealth Advisors, LLC | Wealth advisor | 2.2M | $105.0M | 0.5% | +3.8% |
| CWM, LLC | Wealth advisor | 927.4K | $43.9M | 0.1% | +3.3% |
| HB Wealth Management, LLC | Wealth advisor | 752.1K | $35.6M | 0.2% | -10.0% |
| Roberts Wealth Advisors, LLC | Other | 587.4K | $27.8M | 7.1% | +18.2% |
| MCF Advisors LLC | Wealth advisor | 509.0K | $24.1M | 1.1% | New |
| Apella Capital, LLC | Wealth advisor | 430.7K | $20.4M | 0.3% | -7.0% |
| HighTower Advisors, LLC | Diversified mechanical | 387.2K | $18.3M | 0.0% | +22.0% |
| CGN Advisors LLC | Wealth advisor | 386.7K | $18.3M | 1.4% | +6433.9% |
| 5th Street Advisors, LLC | Wealth advisor | 385.6K | $18.2M | 7.9% | +4.8% |
| Bridgewealth Advisory Group, LLC | Wealth advisor | 372.5K | $17.6M | 3.7% | +5.1% |
| Roof Eidam Maycock Peralta, LLC | Wealth advisor | 347.8K | $16.5M | 3.8% | +2.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 336.2K | $15.9M | 0.0% | +0.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 330.6K | $15.6M | 0.1% | New |
| TD Capital Management LLC | Wealth advisor | 321.9K | $15.2M | 1.4% | +14.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 298.2K | $14.1M | 0.0% | +45.9% |
| SkyOak Wealth, LLC | Wealth advisor | 291.4K | $13.8M | 2.5% | +7.5% |
| Hennion & Walsh Asset Management, Inc. | Other | 279.9K | $13.2M | 0.4% | -31.6% |
| Summit Financial, LLC | Wealth advisor | 279.2K | $13.2M | 0.2% | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 278.0K | $13.1M | 1.5% | +5.4% |
| Focus Partners Wealth | Wealth advisor | 255.4K | $12.1M | 0.0% | +3.3% |
| Allworth Financial LP | Wealth advisor | 248.5K | $11.8M | 0.0% | +6.6% |
| UBS Group AG | Bank broker | 183.6K | $8.7M | 0.0% | +41.4% |
| Waverly Advisors, LLC | Wealth advisor | 140.2K | $6.6M | 0.0% | -1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 127.7K | $6.0M | 0.0% | -54.7% |
| Perigon Wealth Management, LLC | Wealth advisor | 124.4K | $5.9M | 0.1% | +3.5% |
| Boyce & Associates Wealth Consulting, Inc. | Wealth advisor | 119.4K | $5.6M | 4.3% | New |
| MAI Capital Management | Wealth advisor | 116.0K | $5.5M | 0.0% | +32.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 112.4K | $5.3M | 0.0% | +22.1% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 109.7K | $5.2M | 0.1% | +101.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 108.3K | $5.1M | 0.0% | +61.8% |
| Legacy Edge Advisors, LLC | Wealth advisor | 102.1K | $4.8M | 0.5% | +14.7% |
| NOESIS CAPITAL MANGEMENT CORP ★2 | Fundamental diversified | 98.4K | $4.7M | 0.7% | -1.3% |
| BELLEVUE ASSET MANAGEMENT, LLC | Other | 94.4K | $4.5M | 2.2% | +1.3% |
| Milestone Investment Advisors LLC | Wealth advisor | 90.4K | $4.3M | 1.0% | -5.5% |
| 21 West Wealth Management LLC | Wealth advisor | 85.1K | $4.0M | 3.7% | +24.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 74.8K | $3.5M | 0.0% | -1.6% |
| New Insight Wealth Advisors | Wealth advisor | 74.6K | $3.5M | 1.3% | +219.9% |
| HARBOUR INVESTMENT MANAGEMENT LLC | Other | 70.8K | $3.4M | 1.8% | +277.2% |
| Curry Webb Wealth Management LLC | Wealth advisor | 61.5K | $2.9M | 1.4% | -7.2% |
| Tradition Wealth Management, LLC | Wealth advisor | 56.3K | $2.7M | 0.2% | -5.5% |
| PROMETHIUM ADVISORS,LLC | Other | 53.1K | $2.5M | 1.3% | +5.3% |
| Wealthspire Advisors, LLC | Wealth advisor | 51.8K | $2.4M | 0.0% | -4.5% |
| Heritage Wealth Management, Inc. | Other | 50.9K | $2.4M | 1.2% | +3.5% |
| Clear Creek Financial Management, LLC | Wealth advisor | 45.2K | $2.1M | 0.2% | -2.6% |
| Merit Financial Group, LLC | Wealth advisor | 41.8K | $2.0M | 0.0% | -12.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 35.8K | $1.7M | 0.0% | -1.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 35.8K | $1.7M | 0.0% | +5.5% |
| FAGAN ASSOCIATES, INC. | Other | 35.2K | $1.7M | 0.2% | +14.5% |
| Visionary Wealth Advisors | Wealth advisor | 34.0K | $1.6M | 0.1% | -72.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.