JPMORGAN SHORT DURATION CORE (JSCP) Institutional Shareholders
JPMORGAN SHORT DURATION CORE (JSCP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $638.69M in JSCP holdings during the latest filing period.
Ep Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of JSCP tracked by InsiderSet, reporting ownership valued at approximately $104.98M in its March 31, 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 $103.85M, representing an estimated loss of -1.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed JSCP value among the investors covered in this analysis. Major shareholders include Ep Wealth Advisors, Llc, Cwm, Llc, Hb Wealth Management, 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
124
Total Reported Value
$638.69M
Largest Holder
Ep Wealth Advisors, Llc
Largest Position
$104.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ep Wealth Advisors, Llc | 0.52% | 2,219,401 | $104,977,658 | $103,845,773 | -$1,131,885 | -1.08% | |
| Cwm, Llc | 0.12% | 927,435 | $43,867,682 | $43,394,684 | -$472,998 | -1.08% | |
| Hb Wealth Management, Llc | 0.18% | 666,586 | $31,426,213 | $31,189,559 | -$236,654 | -0.75% | |
| Roberts Wealth Advisors, Llc | 6.71% | 626,222 | $29,523,240 | $29,300,927 | -$222,313 | -0.75% | |
| Mcf Advisors Llc | 1.06% | 509,014 | $24,076,382 | $23,816,765 | -$259,617 | -1.08% | |
| Cgn Advisors Llc | 1.53% | 445,972 | $21,025,371 | $20,867,030 | -$158,341 | -0.75% | |
| Apella Capital, Llc | 0.28% | 414,958 | $19,473,973 | $19,415,885 | -$58,088 | -0.30% | |
| Hightower Advisors, Llc | 0.02% | 387,189 | $18,314,118 | $18,116,573 | -$197,545 | -1.08% | |
| Bridgewealth Advisory Group, Llc | 3.45% | 387,797 | $18,282,690 | $18,145,022 | -$137,668 | -0.75% | |
| 5Th Street Advisors, Llc | 7.91% | 385,613 | $18,239,508 | $18,042,832 | -$196,676 | -1.08% | |
| Roof Eidam Maycock Peralta, Llc | 3.22% | 347,102 | $16,364,121 | $16,240,903 | -$123,218 | -0.75% | |
| Osaic Holdings, Inc. | 0.02% | 336,244 | $15,908,634 | $15,732,857 | -$175,777 | -1.10% | |
| Integrated Wealth Concepts Llc | 0.12% | 330,619 | $15,638,279 | $15,469,663 | -$168,616 | -1.08% | |
| Td Capital Management Llc | 1.37% | 321,942 | $15,227,874 | $15,063,666 | -$164,208 | -1.08% | |
| Skyoak Wealth, Llc | 2.41% | 313,090 | $14,760,629 | $14,649,481 | -$111,148 | -0.75% | |
| Hennion & Walsh Asset Management, Inc. | 0.42% | 312,314 | $14,724,045 | $14,613,172 | -$110,873 | -0.75% | |
| Raymond James Financial Inc | 0.00% | 298,197 | $14,104,700 | $13,952,638 | -$152,062 | -1.08% | |
| Summit Financial, Llc | 0.17% | 279,158 | $13,204,161 | $13,061,803 | -$142,358 | -1.08% | |
| Signet Financial Management, Llc | 1.47% | 277,982 | $13,148,536 | $13,006,778 | -$141,758 | -1.08% | |
| Focus Partners Wealth | 0.01% | 255,417 | $12,081,225 | $11,950,961 | -$130,264 | -1.08% | |
| Allworth Financial Lp | 0.05% | 248,537 | $11,755,801 | $11,629,046 | -$126,755 | -1.08% | |
| Ubs Group Ag | 0.00% | 183,567 | $8,682,719 | $8,589,100 | -$93,619 | -1.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 145,674 | $6,832,839 | $6,816,086 | -$16,753 | -0.25% | |
| Waverly Advisors, Llc | 0.05% | 140,150 | $6,629,076 | $6,557,619 | -$71,458 | -1.08% | |
| Commonwealth Equity Services, Llc | 0.01% | 127,950 | $6,032,210 | $5,986,781 | -$45,430 | -0.75% | |
| Perigon Wealth Management, Llc | 0.11% | 124,446 | $5,886,312 | $5,822,828 | -$63,484 | -1.08% | |
| Boyce & Associates Wealth Consulting, Inc. | 4.00% | 122,458 | $5,773,286 | $5,729,810 | -$43,476 | -0.75% | |
| Mai Capital Management | 0.03% | 115,995 | $5,486,574 | $5,427,406 | -$59,168 | -1.08% | |
| Jones Financial Companies Lllp | 0.00% | 108,271 | $5,100,669 | $5,066,000 | -$34,669 | -0.68% | |
| New Insight Wealth Advisors | 1.44% | 103,714 | $4,889,609 | $4,852,778 | -$36,831 | -0.75% | |
| Cary Street Partners Financial Llc | 0.11% | 102,898 | $4,851,127 | $4,814,597 | -$36,530 | -0.75% | |
| Legacy Edge Advisors, Llc | 0.51% | 102,068 | $4,827,816 | $4,775,762 | -$52,054 | -1.08% | |
| Noesis Capital Mangement Corp | 0.69% | 98,352 | $4,652,050 | $4,601,890 | -$50,160 | -1.08% | |
| Bellevue Asset Management, Llc | 2.23% | 94,396 | $4,464,970 | $4,416,789 | -$48,181 | -1.08% | |
| Milestone Investment Advisors Llc | 1.03% | 90,443 | $4,277,963 | $4,231,828 | -$46,135 | -1.08% | |
| 21 West Wealth Management Llc | 3.09% | 76,794 | $3,620,453 | $3,593,191 | -$27,262 | -0.75% | |
| Captrust Financial Advisors | 0.01% | 74,755 | $3,535,931 | $3,497,786 | -$38,145 | -1.08% | |
| Harbour Investment Management Llc | 1.75% | 71,860 | $3,387,840 | $3,362,329 | -$25,511 | -0.75% | |
| Tradition Wealth Management, Llc | 0.19% | 56,257 | $2,660,969 | $2,632,265 | -$28,704 | -1.08% | |
| Promethium Advisors,Llc | 1.30% | 53,065 | $2,509,975 | $2,482,911 | -$27,064 | -1.08% | |
| Heritage Wealth Management, Inc. | 0.62% | 52,686 | $2,483,881 | $2,465,178 | -$18,703 | -0.75% | |
| Wealthspire Advisors, Llc | 0.02% | 51,790 | $2,449,675 | $2,423,254 | -$26,421 | -1.08% | |
| Clear Creek Financial Management, Llc | 0.15% | 50,862 | $2,397,889 | $2,379,833 | -$18,056 | -0.75% | |
| Farther Finance Advisors, Llc | 0.01% | 40,549 | $1,911,683 | $1,897,288 | -$14,395 | -0.75% | |
| Lexaurum Advisors, Llc | 0.21% | 37,824 | $1,783,213 | $1,769,785 | -$13,428 | -0.75% | |
| Kingsview Wealth Management, Llc | 0.02% | 35,774 | $1,692,110 | $1,673,865 | -$18,245 | -1.08% | |
| Barnes Pettey Financial Advisors, Llc | 0.52% | 35,391 | $1,668,655 | $1,655,945 | -$12,710 | -0.76% | |
| Fagan Associates, Inc. | 0.23% | 35,200 | $1,664,960 | $1,647,008 | -$17,952 | -1.08% | |
| Visionary Wealth Advisors | 0.07% | 33,968 | $1,606,687 | $1,589,363 | -$17,324 | -1.08% | |
| Bbr Partners, Llc | 0.09% | 32,962 | $1,559,103 | $1,542,292 | -$16,811 | -1.08% |
Frequently asked questions about JSCP
Who owns the most JSCP stock?
The largest holders of JSCP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN SHORT DURATION CORE (JSCP).
Is JSCP widely held by superinvestors?
Many widely followed stocks like JSCP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JSCP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.