Separate the three disclosure sources
Recent institutional filing receipts
JPMorgan Short Duration Core Plus ETF: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- Legacy Edge Advisors, LLC
- Report period
- 2025-09-30
- Available
- 2026-08-27
- Reported shares
- 73,860
- Value (USD)
- $3,516,475
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0002105396-26-000013Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read JSCP fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read JSCP fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
See the complete recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Legacy Edge Advisors, LLC | 2025-09-30 | 2026-08-27 | 73,860 | $3,516,475 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 31,176 | $1,469,793 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 4,465 | $210,502 | None |
| Legacy Edge Advisors, LLC | 2025-06-30 | 2026-08-18 | 8,598 | $407,889 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 437 | $20,602 | None |
| Blueprint Financial Advisors LLC | 2026-06-30 | 2026-08-15 | 31,817 | $1,500,013 | None |
| Milestone Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 92,768 | $4,373,535 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 39,515 | $1,862,936 | None |
| MAGNOLIA CAPITAL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 8,990 | $423,854 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 2,130 | $100,419 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 6 | $283 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 173,521 | $8,182,099 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 23,266 | $1,096,876 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 133,923 | $6,313,797 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 8,236 | $388,284 | None |
| JONES FINANCIAL COMPANIES LLLP | 2026-06-30 | 2026-08-15 | 120,108 | $5,664,302 | None |
| MAI Capital Management | 2026-06-30 | 2026-08-15 | 133,167 | $6,278,138 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 500 | $24,000 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 750 | $35,000 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 12,362 | $582,806 | None |
| Southeast Asset Advisors, LLC | 2026-06-30 | 2026-08-15 | 23,452 | $1,105,642 | None |
| NATIXIS ADVISORS, LLC | 2026-06-30 | 2026-08-15 | 20,629 | $972,000 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 264,121 | $12,451,962 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 14,764 | $696,049 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 2,270 | $107,019 | None |
| Capstone Wealth Management, Inc. | 2026-06-30 | 2026-08-14 | 21,431 | $1,006,096 | None |
| Curry Webb Wealth Management LLC | 2026-06-30 | 2026-08-14 | 59,320 | $2,796,642 | None |
| Legacy Wealth Managment, LLC/ID | 2026-06-30 | 2026-08-14 | 23,140 | $1,090,936 | None |
| MOSAIC FINANCIAL GROUP, LLC | 2026-06-30 | 2026-08-14 | 5,313 | $250,000 | None |
| Visionary Wealth Advisors | 2026-06-30 | 2026-08-14 | 5,484 | $258,543 | None |
| Sanctuary Advisors, LLC | 2026-06-30 | 2026-08-14 | 29,957 | $1,412,303 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 173 | $8,156 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 186,698 | $8,801,877 | None |
| CAPTRUST FINANCIAL ADVISORS | 2026-06-30 | 2026-08-14 | 74,686 | $3,521,084 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 1 | $69 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 2,900 | $136,721 | None |
| Integrated Wealth Concepts LLC | 2026-06-30 | 2026-08-13 | 345,066 | $16,268,141 | None |
| Cetera Investment Advisers | 2026-06-30 | 2026-08-13 | 29,401 | $1,386,078 | None |
| MCF Advisors LLC | 2026-06-30 | 2026-08-13 | 514,151 | $24,239,642 | None |
| Focus Partners Wealth | 2026-06-30 | 2026-08-13 | 256,767 | $12,105,282 | None |
| EP Wealth Advisors, LLC | 2026-06-30 | 2026-08-13 | 2,173,607 | $102,474,723 | None |
| NewEdge Advisors, LLC | 2026-06-30 | 2026-08-13 | 215 | $10,136 | None |
| Summit Financial, LLC | 2026-06-30 | 2026-08-13 | 294,935 | $13,904,719 | None |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2026-06-30 | 2026-08-13 | 15,821 | $745,887 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 28,815 | $1,358,483 | None |
| STIFEL FINANCIAL CORP | 2026-06-30 | 2026-08-13 | 36,809 | $1,735,360 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 10 | $472 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 2,004,902 | $94,591,276 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 69,183 | $3,264,054 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 585,394 | $27,618,889 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.