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JPMorgan Short Duration Core (JSCP)

CUSIP: 46641Q274 | NYSE | 215 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Roberts Wealth Advisors, LLC676,668
7.0% of portfolio›$31.1M
Krilogy Financial LLC654,714
0.8% of portfolio›$30.1M
HB Wealth Management, LLC539,157
0.1% of portfolio›$24.8M
MCF Advisors LLC506,075
0.8% of portfolio›$23.3M
CGN Advisors LLC464,945
1.7% of portfolio›$21.4M
Hennion & Walsh Asset Management, Inc.416,624
0.6% of portfolio›$19.2M
5th Street Advisors, LLC407,958
7.6% of portfolio›$18.8M
Roof Eidam Maycock Peralta, LLC345,932
3.0% of portfolio›$15.9M
SkyOak Wealth, LLC310,025
2.3% of portfolio›$14.3M
Apella Capital, LLC284,305
0.2% of portfolio›$13.1M
Waterway Wealth Management, LLC272,951
2.4% of portfolio›$12.6M
Wealth Enhancement Advisory Services, LLC181,299
0.0% of portfolio›$8.3M
Commonwealth Equity Services, LLC153,104
0.0% of portfolio›$7.0M
Perigon Wealth Management, LLC148,792
0.1% of portfolio›$6.8M
Boyce & Associates Wealth Consulting, Inc.148,475
4.1% of portfolio›$6.8M
Noesis Capital Mangement Corp113,396
0.6% of portfolio›$5.2M
21 West Wealth Management LLC82,866
3.3% of portfolio›$3.8M
Promethium Advisors,llc62,530
1.4% of portfolio›$2.9M
Curry Webb Wealth Management LLC59,320
1.2% of portfolio›$2.8M
Heritage Wealth Management, Inc.51,137
0.6% of portfolio›$2.4M
Clear Creek Financial Management, LLC50,082
0.2% of portfolio›$2.3M
Farther Finance Advisors, LLC45,996
0.0% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.45,074
0.0% of portfolio›$2.1K
Diversified Portfolios, Inc.38,726
0.1% of portfolio›$1.8M
LexAurum Advisors, LLC37,612
0.2% of portfolio›$1.7M
Fagan Associates, Inc.36,200
0.2% of portfolio›$1.7M
Lodestar Private Asset Management LLC34,233
0.1% of portfolio›$1.6M
Blueprint Financial Advisors LLC31,035
0.2% of portfolio›$1.4M
Blueprint Investment Partners LLC31,035
0.1% of portfolio›$1.4M
Mccarter Private Wealth Services LLC30,553
0.5% of portfolio›$1.4M
D.A. Davidson & Co.29,232
0.0% of portfolio›$1.3M
Beam Wealth Advisors, Inc.25,452
0.3% of portfolio›$1.2M
Avidian Wealth Enterprises, LLC24,331
0.0% of portfolio›$1.1M
Clear Point Advisors Inc.23,755
0.7% of portfolio›$1.1M
USAdvisors Wealth Management, LLC22,591
0.0% of portfolio›$1.0K
CRA Financial Services, LLC17,631
0.1% of portfolio›$810.7K
Tempus Wealth Planning, LLC16,578
0.1% of portfolio›$762.3K
Interchange Capital Partners, LLC16,026
0.1% of portfolio›$736.9K
Kestra Advisory Services, LLC15,037
0.0% of portfolio›$691.4K
Concurrent Investment Advisors, LLC14,297
0.0% of portfolio›$657.4K
Lodestone Wealth Management LLC14,135
0.2% of portfolio›$649.9K
Peck Wealth Management, LLC13,336
0.5% of portfolio›$613.2K
Professional Financial Advisors, LLC10,796
0.1% of portfolio›$496.4K
Oppenheimer & Co Inc10,000
0.0% of portfolio›$459.8K
Invenio Wealth Partners LLC9,978
0.2% of portfolio›$458.8K
Flagship Capital Management Inc.8,150
0.2% of portfolio›$374.7K
Bank of New Hampshire5,990
0.1% of portfolio›$275.4K
Wealth Dimensions Group, Ltd.5,947
0.0% of portfolio›$273.4K
Whitegate Investment Counselors, Inc.5,937
0.1% of portfolio›$273.0K
Trust Co5,515
0.0% of portfolio›$253.6K
Shulman DeMeo Asset Management LLC5,178
0.0% of portfolio›$237.6K
Beaumont Financial Advisors, LLC4,923
0.0% of portfolio›$226.4K
XML Financial, LLC4,684
0.0% of portfolio›$215.4K
Prospera Financial Services Inc4,500
0.0% of portfolio›$208.7K
Gradient Capital Advisors, LLC4,478
0.0% of portfolio›$205.9K
Salomon & Ludwin, LLC3,655
0.0% of portfolio›$168.1K
Putney Financial Group LLC2,095
0.1% of portfolio›$96.3K
Clayton Financial Group LLC1,801
0.0% of portfolio›$82.8K
Ashton Thomas Private Wealth, LLC525
0.0% of portfolio›$24.1K
Abound Wealth Management496
0.0% of portfolio›$22.8K
Brown, Lisle Ings, Inc.359
0.0% of portfolio›$16.5K
Wilkerson Advisory Group LLC202
0.0% of portfolio›$9.3K
Nova Financial LLC190
0.0% of portfolio›$8.7K
StyleTurnoverLocationFiled
Roberts Wealth Advisors, LLC
676,668$31.1M7.0%GrowthLowPalo Alto, CA2026-10-14
Krilogy Financial LLC
654,714$30.1M0.8%GrowthLowSt. Louis, MO2026-10-13
HB Wealth Management, LLC
539,157$24.8M0.1%IndexVery LowAtlanta, GA2026-10-23
MCF Advisors LLC
506,075$23.3M0.8%ETFLowLexington, KY2026-10-28
CGN Advisors LLC
464,945$21.4M1.7%ETFLowManhattan, KS2026-10-21
Hennion & Walsh Asset Management, Inc.
416,624$19.2M0.6%ValueMediumParsippany, NJ2026-10-13
5th Street Advisors, LLC
407,958$18.8M7.6%ETFLowSouthport, CT2026-11-04
Roof Eidam Maycock Peralta, LLC
345,932$15.9M3.0%ETFVery LowSan Francisco, CA2026-10-15
SkyOak Wealth, LLC
310,025$14.3M2.3%ETFLowSouthfield, MI2026-10-28
Apella Capital, LLC
284,305$13.1M0.2%ETFVery LowWest Hartford, CT2026-10-08
Waterway Wealth Management, LLC
272,951$12.6M2.4%ETFMediumThe Woodlands, TX2026-10-28
Wealth Enhancement Advisory Services, LLC
181,299$8.3M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
153,104$7.0M0.0%ETFLowWaltham, MA2026-11-02
Perigon Wealth Management, LLC
148,792$6.8M0.1%GrowthLowSan Francisco, CA2026-10-22
Boyce & Associates Wealth Consulting, Inc.
148,475$6.8M4.1%ETFMediumCedar Park, TX2026-10-14
Noesis Capital Mangement Corp
113,396$5.2M0.6%CoreVery LowBoca Raton, FL2026-10-26
21 West Wealth Management LLC
82,866$3.8M3.3%ETFLowTustin, CA2026-10-13
Promethium Advisors,llc
62,530$2.9M1.4%CoreLowBethesda, MD2026-10-19
Curry Webb Wealth Management LLC
59,320$2.8M1.2%ETFLowIndianapolis, IN2026-10-22
Heritage Wealth Management, Inc.
51,137$2.4M0.6%CoreLowCincinnati, OH2026-10-28
Clear Creek Financial Management, LLC
50,082$2.3M0.2%ETFMediumSilverdale, WA2026-10-28
Farther Finance Advisors, LLC
45,996$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
45,074$2.1K0.0%ETFLowFairfield, IA2026-11-02
Diversified Portfolios, Inc.
38,726$1.8M0.1%ETFLowBloomfield Hills, MI2026-11-04
LexAurum Advisors, LLC
37,612$1.7M0.2%ETFLowOverland Park, KS2026-10-19
Fagan Associates, Inc.
36,200$1.7M0.2%GrowthLowTroy, NY2026-10-13
Lodestar Private Asset Management LLC
34,233$1.6M0.1%ETFLowAlamo, CA2026-10-26
Blueprint Financial Advisors LLC
31,035$1.4M0.2%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
31,035$1.4M0.1%ETFMediumGreensboro, NC2026-10-28
Mccarter Private Wealth Services LLC
30,553$1.4M0.5%CoreLowBoston, MA2026-10-22
D.A. Davidson & Co.
29,232$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Beam Wealth Advisors, Inc.
25,452$1.2M0.3%ETFMediumCovington, LA2026-11-03
Avidian Wealth Enterprises, LLC
24,331$1.1M0.0%ETFLowHouston, TX2026-10-08
Clear Point Advisors Inc.
23,755$1.1M0.7%ETFMediumMelville, NY2026-10-30
USAdvisors Wealth Management, LLC
22,591$1.0K0.0%ETFLowEden Prairie, MN2026-10-21
CRA Financial Services, LLC
17,631$810.7K0.1%ETFVery LowNorthfield, NJ2026-10-16
Tempus Wealth Planning, LLC
16,578$762.3K0.1%ETFMediumIrvine, CA2026-10-14
Interchange Capital Partners, LLC
16,026$736.9K0.1%GrowthLowPittsburgh, PA2026-10-28
Kestra Advisory Services, LLC
15,037$691.4K0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
14,297$657.4K0.0%GrowthMediumTampa, FL2026-10-16
Lodestone Wealth Management LLC
14,135$649.9K0.2%CoreLowSpokane, WA2026-10-14
Peck Wealth Management, LLC
13,336$613.2K0.5%ETFLowWhite Plains, NY2026-10-29
Professional Financial Advisors, LLC
10,796$496.4K0.1%ETFMediumNorth Platte, NE2026-10-13
Oppenheimer & Co Inc
10,000$459.8K0.0%CoreLowNew York, NY2026-10-26
Invenio Wealth Partners LLC
9,978$458.8K0.2%ETFLowCoral Gables, FL2026-10-20
Flagship Capital Management Inc.
8,150$374.7K0.2%CoreVery LowMedia, PA2026-10-20
Bank of New Hampshire
5,990$275.4K0.1%CoreLowLaconia, NH2026-10-06
Wealth Dimensions Group, Ltd.
5,947$273.4K0.0%ETFLowCincinnati, OH2026-11-02
Whitegate Investment Counselors, Inc.
5,937$273.0K0.1%ETFVery LowConcord, NH2026-11-02
Trust Co
5,515$253.6K0.0%ETFVery LowManhattan, KS2026-10-09
Shulman DeMeo Asset Management LLC
5,178$237.6K0.0%ETFVery LowLake Success, NY2026-10-09
Beaumont Financial Advisors, LLC
4,923$226.4K0.0%GrowthMediumNeedham, MA2026-10-22
XML Financial, LLC
4,684$215.4K0.0%ETFLowBethesda, MD2026-10-29
Prospera Financial Services Inc
4,500$208.7K0.0%CoreMediumDallas, TX2026-11-04
Gradient Capital Advisors, LLC
4,478$205.9K0.0%ETFLowSan Diego, CA2026-10-21
Salomon & Ludwin, LLC
3,655$168.1K0.0%ETFVery LowRichmond, VA2026-10-29
Putney Financial Group LLC
2,095$96.3K0.1%GrowthLowSan Rafael, CA2026-10-30
Clayton Financial Group LLC
1,801$82.8K0.0%ETFLowSt. Louis, MO2026-10-13
Ashton Thomas Private Wealth, LLC
525$24.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Abound Wealth Management
496$22.8K0.0%ETFVery LowFranklin, TN2026-10-26
Brown, Lisle Ings, Inc.
359$16.5K0.0%CoreVery LowProvidence, RI2026-10-16
Wilkerson Advisory Group LLC
202$9.3K0.0%ETFMediumColumbia, MO2026-10-20
Nova Financial LLC
190$8.7K0.0%N/AN/ATucson, AZ2026-11-04