JSCP Institutional Ownership & Shareholders
JPMORGAN SHORT DURATION CORE (JSCP) is currently held by 126 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $777.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JSCP tracked by InsiderSet, reporting ownership valued at approximately $125.47M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $123.35M, representing an estimated loss of -1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed JSCP value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Ep Wealth Advisors, Llc, Cwm, Llc, and several other long-term asset managers with concentrated positions in JPMORGAN SHORT DURATION CORE (JSCP).
This page ranks the largest institutional JSCP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
126
Total Reported Value
$777.20M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$125.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 2,659,489 | $125,474,691 | $123,347,100 | -$2,127,591 | -1.70% | |
| Ep Wealth Advisors, Llc | 0.39% | 2,173,607 | $102,474,723 | $100,811,893 | -$1,662,830 | -1.62% | |
| Cwm, Llc | 0.12% | 927,435 | $43,867,682 | $43,014,435 | -$853,247 | -1.95% | |
| Roberts Wealth Advisors, Llc | 6.99% | 676,668 | $31,113,195 | $31,383,862 | +$270,667 | +0.87% | |
| Krilogy Financial Llc | 0.82% | 654,714 | $30,116,832 | $30,365,635 | +$248,803 | +0.83% | |
| Hb Wealth Management, Llc | 0.13% | 539,157 | $24,790,453 | $25,006,102 | +$215,649 | +0.87% | |
| Mcf Advisors Llc | 0.83% | 506,075 | $23,269,327 | $23,471,759 | +$202,432 | +0.87% | |
| Cgn Advisors Llc | 1.65% | 464,945 | $21,378,159 | $21,564,149 | +$185,990 | +0.87% | |
| Hennion & Walsh Asset Management, Inc. | 0.56% | 416,624 | $19,156,372 | $19,323,021 | +$166,649 | +0.87% | |
| 5Th Street Advisors, Llc | 7.24% | 396,649 | $18,700,041 | $18,396,581 | -$303,460 | -1.62% | |
| Bridgewealth Advisory Group, Llc | 3.45% | 387,797 | $18,282,690 | $17,986,025 | -$296,665 | -1.62% | |
| Td Capital Management Llc | 1.44% | 372,471 | $17,560,135 | $17,275,205 | -$284,930 | -1.62% | |
| Integrated Wealth Concepts Llc | 0.11% | 343,466 | $16,192,706 | $15,929,953 | -$262,753 | -1.62% | |
| Roof Eidam Maycock Peralta, Llc | 3.00% | 345,932 | $15,905,964 | $16,044,326 | +$138,362 | +0.87% | |
| Skyoak Wealth, Llc | 2.32% | 310,025 | $14,254,950 | $14,378,960 | +$124,010 | +0.87% | |
| Summit Financial, Llc | 0.15% | 294,935 | $13,904,719 | $13,679,085 | -$225,634 | -1.62% | |
| Signet Financial Management, Llc | 1.47% | 277,982 | $13,148,536 | $12,892,805 | -$255,731 | -1.94% | |
| Raymond James Financial Inc | 0.00% | 278,885 | $13,148,011 | $12,934,686 | -$213,325 | -1.62% | |
| Apella Capital, Llc | 0.17% | 284,305 | $13,060,982 | $13,186,066 | +$125,084 | +0.96% | |
| Waterway Wealth Management, Llc | 2.38% | 272,951 | $12,550,287 | $12,659,467 | +$109,180 | +0.87% | |
| Focus Partners Wealth | 0.01% | 256,767 | $12,105,282 | $11,908,853 | -$196,429 | -1.62% | |
| Ubs Group Ag | 0.00% | 186,871 | $8,810,033 | $8,667,077 | -$142,956 | -1.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 181,299 | $8,339,771 | $8,408,648 | +$68,877 | +0.83% | |
| Osaic Holdings, Inc. | 0.01% | 173,527 | $8,182,382 | $8,048,182 | -$134,200 | -1.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 153,104 | $7,039,740 | $7,100,964 | +$61,224 | +0.87% | |
| Perigon Wealth Management, Llc | 0.11% | 148,792 | $6,841,452 | $6,900,973 | +$59,521 | +0.87% | |
| Boyce & Associates Wealth Consulting, Inc. | 4.14% | 148,475 | $6,826,903 | $6,886,271 | +$59,368 | +0.87% | |
| Waverly Advisors, Llc | 0.04% | 133,923 | $6,313,797 | $6,211,349 | -$102,448 | -1.62% | |
| Mai Capital Management | 0.02% | 133,167 | $6,278,138 | $6,176,285 | -$101,853 | -1.62% | |
| Jones Financial Companies Lllp | 0.00% | 120,108 | $5,664,302 | $5,570,609 | -$93,693 | -1.65% | |
| Noesis Capital Mangement Corp | 0.62% | 113,396 | $5,213,948 | $5,259,306 | +$45,358 | +0.87% | |
| New Insight Wealth Advisors | 1.44% | 103,714 | $4,889,609 | $4,810,255 | -$79,354 | -1.62% | |
| Cary Street Partners Financial Llc | 0.11% | 102,898 | $4,851,127 | $4,772,409 | -$78,718 | -1.62% | |
| Lpl Financial Llc | 0.00% | 97,376 | $4,590,811 | $4,516,299 | -$74,512 | -1.62% | |
| Milestone Investment Advisors Llc | 0.95% | 92,768 | $4,373,535 | $4,302,580 | -$70,955 | -1.62% | |
| Bellevue Asset Management, Llc | 1.81% | 83,297 | $3,927,039 | $3,863,315 | -$63,724 | -1.62% | |
| 21 West Wealth Management Llc | 3.31% | 82,866 | $3,810,179 | $3,843,325 | +$33,146 | +0.87% | |
| Captrust Financial Advisors | 0.01% | 74,686 | $3,521,084 | $3,463,937 | -$57,147 | -1.62% | |
| Legacy Edge Advisors, Llc | 0.41% | 73,860 | $3,516,475 | $3,425,627 | -$90,848 | -2.58% | |
| Harbour Investment Management Llc | 1.75% | 71,860 | $3,387,840 | $3,332,867 | -$54,973 | -1.62% | |
| Wealthspire Advisors, Llc | 0.02% | 66,366 | $3,128,841 | $3,078,055 | -$50,786 | -1.62% | |
| Stifel Financial Corp | 0.00% | 65,624 | $3,093,843 | $3,043,641 | -$50,202 | -1.62% | |
| Promethium Advisors,Llc | 1.41% | 62,530 | $2,875,129 | $2,900,141 | +$25,012 | +0.87% | |
| Curry Webb Wealth Management Llc | 1.16% | 59,320 | $2,796,642 | $2,751,262 | -$45,380 | -1.62% | |
| Tradition Wealth Management, Llc | 0.16% | 54,636 | $2,575,812 | $2,534,018 | -$41,794 | -1.62% | |
| Heritage Wealth Management, Inc. | 0.59% | 51,137 | $2,351,279 | $2,371,734 | +$20,455 | +0.87% | |
| Clear Creek Financial Management, Llc | 0.17% | 50,082 | $2,302,753 | $2,322,803 | +$20,050 | +0.87% | |
| Farther Finance Advisors, Llc | 0.01% | 45,996 | $2,114,896 | $2,133,294 | +$18,398 | +0.87% | |
| Ameritas Advisory Services, Llc | 0.04% | 39,515 | $1,862,936 | $1,832,706 | -$30,230 | -1.62% | |
| Lexaurum Advisors, Llc | 0.19% | 37,612 | $1,729,400 | $1,744,445 | +$15,045 | +0.87% |
Frequently asked questions about JSCP
Who are the largest institutional holders of JSCP?
The largest institutional holders of JSCP reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Ep Wealth Advisors, Llc, Cwm, Llc, Roberts Wealth Advisors, Llc, and Krilogy Financial Llc. InsiderSet ranks institutional holders by their latest reported JSCP position.
What is JSCP institutional ownership?
This page tracks JSCP positions reported by institutional investment managers through SEC Form 13F. JPMORGAN SHORT DURATION CORE (JSCP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JSCP?
InsiderSet currently tracks 126 institutional managers reporting JSCP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JSCP shareholders.
How much JSCP stock do institutions own?
Institutional investment managers disclosed approximately $777.20M in JSCP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JSCP institutional ownership last updated?
The latest JSCP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JSCP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JSCP position after the reporting date.
Are institutions buying or selling JSCP?
Institutional buying and selling can be analyzed by comparing JSCP positions across consecutive 13F reporting periods. InsiderSet's JSCP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JSCP ownership changes.
How has JSCP institutional ownership changed over time?
InsiderSet tracks JSCP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.