JPMorgan Short Duration Core Plus

JSCP • ARCA

JPMorgan Short Duration Core Plus is an exchange-traded fund on ARCA. As of Q3 2025, 91 institutional investors hold shares in this ETF, with total holdings valued at $502.3M. JPMORGAN CHASE & CO is the largest holder with a position valued at $82.8M.

Overview

Overview of institutional ownership in JSCP as of Q3 2025

All Institutions

Institutions: 91
Value Held: $502.3M
Shares Held: 10.5M
Avg Position: $5.5M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 1
Value Held: $1.3M
Shares Held: 27.8K
Avg Position: $1.3M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in JSCP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$82.8M 0.01% of portfolio	1.7M shares	Q3 2023 Held for 2y 2m	$1.56T
H HB Wealth Management, LLC Institution	-	$42.8M 0.29% of portfolio	899.1K shares	Q1 2025 Held for 8 months	$14.7B
CWM, LLC RIA/Wealth	George Burton White CEO	$40.2M 0.13% of portfolio	844.1K shares	Q4 2023 Held for 1y 11m	$31.5B
A Advisor Group Holdings, Inc. Institution	-	$22.7M 0.03% of portfolio	476.6K shares	Q2 2021 Held for 4y 5m	$71.0B
A Apella Capital, LLC Institution	-	$21.4M 0.48% of portfolio	449.8K shares	Q3 2025 Held for 2 months	$4.5B
Hennion & Walsh Asset Management, Inc. RIA/Wealth	Kevin Douglas Mahn President	$18.7M 0.68% of portfolio	392.5K shares	Q2 2025 Held for 5 months	$2.8B
R Roberts Wealth Advisors, LLC RIA/Wealth	Brian Patrick Roberts Managing Partner	$17.7M 4.76% of portfolio	371.7K shares	Q1 2025 Held for 8 months	$371.6M
5th Street Advisors, LLC RIA/Wealth	Abelardo Santiago Curdumi Managing Partner	$17.6M 8.72% of portfolio	369.7K shares	Q3 2023 Held for 2y 2m	$202.0M
R ROOF EIDAM & MAYCOCK/ADV RIA/Wealth	Gary Edmund Roof Managing Partner	$15.5M 3.76% of portfolio	325.1K shares	Q2 2023 Held for 2y 5m	$411.3M
Bridgewealth Advisory Group, LLC RIA/Wealth	Kevin Christopher Hook Managing Partner	$14.5M 3.85% of portfolio	304.3K shares	Q4 2023 Held for 1y 11m	$376.0M

Net Capital Flow

Institutional buying and selling activity for JSCP in Q3 2025

Traded: +$84.2M
Buyers: 61
Sellers: 28
Total Bought: +$116.9M
Total Sold: −$32.6M
Avg Position: $5.0M

Biggest Buyers

Institution	Net Bought	Current Position
A Apella Capital, LLC Institution	+$21.4M +449.8K shares	$21.4M 449.8K shares
JPMORGAN CHASE & CO Institution	+$16.2M +340.3K shares	$82.8M 1.7M shares
Integrated Wealth Concepts LLC RIA/Wealth	+$13.0M +272.5K shares	$13.0M 272.5K shares
A Advisor Group Holdings, Inc. Institution	+$11.1M +233.9K shares	$22.7M 476.6K shares
K Krasney Financial LLC RIA/Wealth	+$11.1M +233.0K shares	$11.6M 244.4K shares
CWM, LLC RIA/Wealth	+$7.5M +157.7K shares	$40.2M 844.1K shares
R Roberts Wealth Advisors, LLC RIA/Wealth	+$5.0M +104.9K shares	$17.7M 371.7K shares
GOLDMAN SACHS GROUP INC Institution	+$4.6M +95.6K shares	$10.5M 219.6K shares
TD Capital Management LLC RIA/Wealth	+$3.8M +80.0K shares	$10.3M 217.0K shares
Main Street Financial Solutions, LLC RIA/Wealth	+$3.6M +76.0K shares	$5.8M 121.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
H HB Wealth Management, LLC Institution	−$10.1M −212.5K shares	$42.8M 899.1K shares
J JANE STREET GROUP, LLC Institution	−$9.3M −194.9K shares	$1.0M 21.8K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$5.3M −111.6K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$1.4M −29.4K shares	$831.3K 17.5K shares
Visionary Wealth Advisors RIA/Wealth	−$1.4M −28.7K shares	$7.6M 159.1K shares
Financial Advisory Service, Inc. RIA/Wealth	−$1.2M −25.3K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$650.6K −13.7K shares	$2.3M 48.1K shares
Kingsview Wealth Management, LLC RIA/Wealth	−$492.0K −10.3K shares	$1.7M 36.5K shares
H HRT FINANCIAL LLC Institution	−$407.9K −8.6K shares	Sold Off 0 shares
Tradition Wealth Management, LLC RIA/Wealth	−$398.1K −8.4K shares	$2.9M 59.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JSCP in Q3 2025

New Positions: 11
New Value: $40.7M
Exited Positions: 10
Exited Value: $7.9M

New Positions

Institution	Position Value
A Apella Capital, LLC Institution	$21.4M 449.8K shares
Integrated Wealth Concepts LLC RIA/Wealth	$13.0M 272.5K shares
Clear Point Advisors Inc. RIA/Wealth	$1.8M 38.1K shares
FAGAN ASSOCIATES, INC. RIA/Wealth	$1.3M 28.3K shares
Sontag Advisory, LLC RIA/Wealth	$1.3M 26.6K shares
Krilogy Financial LLC RIA/Wealth	$532.7K 11.2K shares
C CARY STREET PARTNERS FINANCIAL LLC Institution	$424.2K 8.9K shares
Cetera Investment Advisers RIA/Wealth	$390.4K 8.2K shares
Kestra Advisory Services, LLC RIA/Wealth	$355.3K 7.5K shares
S Salomon & Ludwin, LLC Institution	$173.6K 3.7K shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$5.3M 111.6K shares
Financial Advisory Service, Inc. RIA/Wealth	$1.2M 25.3K shares
H HRT FINANCIAL LLC Institution	$407.9K 8.6K shares
L Leo Wealth, LLC Institution	$346.5K 7.3K shares
Goss Wealth Management LLC RIA/Wealth	$256.2K 5.4K shares
O One Capital Management, LLC RIA/Wealth	$226.5K 4.8K shares
WELLS FARGO & COMPANY/MN Institution	$146.4K 3.1K shares
R ROYAL BANK OF CANADA Institution	$7.7K 163.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$3.3K 69.0 shares
Capital Analysts, Inc. RIA/Wealth	$1.0K 23.0 shares

Options Activity

Institutions with the largest Call and Put options positions in JSCP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JSCP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
5th Street Advisors, LLC RIA/Wealth	Abelardo Santiago Curdumi Managing Partner	8.72% $17.6M	369.7K shares	Q3 2023 Held for 2y 2m	$202.0M
R Roberts Wealth Advisors, LLC RIA/Wealth	Brian Patrick Roberts Managing Partner	4.76% $17.7M	371.7K shares	Q1 2025 Held for 8 months	$371.6M
Bridgewealth Advisory Group, LLC RIA/Wealth	Kevin Christopher Hook Managing Partner	3.85% $14.5M	304.3K shares	Q4 2023 Held for 1y 11m	$376.0M
R ROOF EIDAM & MAYCOCK/ADV RIA/Wealth	Gary Edmund Roof Managing Partner	3.76% $15.5M	325.1K shares	Q2 2023 Held for 2y 5m	$411.3M
21 West Wealth Management LLC RIA/Wealth	Sara Faye Lovell Managing Partner	2.92% $3.1M	64.6K shares	Q2 2025 Held for 5 months	$105.4M
SkyOak Wealt, LLC RIA/Wealth	Jennifer Ann Davis CEO	2.19% $11.6M	243.2K shares	Q4 2023 Held for 1y 11m	$529.0M
Shorepoint Capital Partners LLC RIA/Wealth	Luis Manuel Raposo Managing Partner	2.14% $10.6M	223.0K shares	Q3 2025 Held for 2 months	$495.1M
BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth	Michael Ramirez Vila Member	2.05% $4.4M	93.4K shares	Q2 2025 Held for 5 months	$217.3M
A AIFG Consultants Ltd. Institution	-	1.51% $846.3K	17.8K shares	Q4 2024 Held for 11 months	$56.0M
Clear Point Advisors Inc. RIA/Wealth	Steven Charles Brill President	1.43% $1.8M	38.1K shares	Q3 2025 Held for 2 months	$126.8M

Hedge Fund Spotlight

Discover hedge funds investing in JSCP

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Short Duration Core Plus

Market Value: $1.3M
Shares Held: 27.8K
Portfolio Weight: 0.00%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%