JPMORGAN SHORT DURATION CORE (JSCP) Institutional Ownership Changes & 13F Activity

JPMORGAN SHORT DURATION CORE (JSCP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Osaic Holdings, Inc., Curry Webb Wealth Management Llc, Ep Wealth Advisors, Llc, and Visionary Wealth Advisors.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,427+8.7%17,826$840.42KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+12,847+3.9%343,466$16.19MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+7,188+138.9%12,362$582.81KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcSell-4,598-12.9%31,176$1.47MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+186+4.3%4,465$210.50KQ2 2026Aug 19, 2026
Osaic Holdings, Inc.Sell-162,717-48.4%173,527$8.18MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-19,312-6.5%278,885$13.15MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+18,590+88.8%39,515$1.86MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+17,172+14.8%133,167$6.28MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,837+10.9%120,108$5.66MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+8,990—8,990$423.85KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-6,227-4.4%133,923$6.31MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-5,586-19.4%23,266$1.10MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+2,459+13.5%20,629$972.00KQ2 2026Aug 14, 2026
Milestone Investment Advisors LlcBuy+2,325+2.6%92,768$4.37MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,130—2,130$100.42KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,665+275.2%2,270$107.02KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+750+150.0%1,250$59.00KQ2 2026Aug 14, 2026
&PartnersBuy+473+6.1%8,236$388.28KQ2 2026Aug 14, 2026
Southeast Asset Advisors, LlcBuy+190+0.8%23,452$1.11MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+15+0.0%31,817$1.50MQ2 2026Aug 14, 2026
Curry Webb Wealth Management LlcBuy+59,320—59,320$2.80MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-28,484-83.9%5,484$258.54KQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+9,544+70.2%23,140$1.09MQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,304+1.8%186,871$8.81MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-397-1.3%29,957$1.41MQ2 2026Aug 13, 2026
Capstone Wealth Management, Inc.Buy+236+1.1%21,431$1.01MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-69-0.1%74,686$3.52MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+2,659,489—2,659,489$125.47MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcSell-45,794-2.1%2,173,607$102.47MQ2 2026Aug 12, 2026
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Frequently asked questions about JSCP activity

  • Which institutional owners are buying JSCP?

    Institutional owners buying JSCP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JSCP activity?

    "Buy" means an investor increased their reported position in JSCP compared to the prior reporting period. This reflects growing exposure to JPMORGAN SHORT DURATION CORE (JSCP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JSCP increasing?

    Institutional interest in JSCP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.