JPMorgan Short Duration Core Plus ETF
JSCP
27 hedge funds and large institutions have $110M invested in JPMorgan Short Duration Core Plus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
42% more funds holding
Funds holding: 19 → 27 (+8)
35% more capital invested
Capital invested by funds: $81.3M → $110M (+$28.6M)
2.6% more ownership
Funds ownership: 60.94% → 63.54% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$18.1M |
| 2 |
NCM
Nelson Capital Management
Menlo Park,
California
|
+$7.1M |
| 3 |
Jane Street
New York
|
+$1.96M |
| 4 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$1.83M |
| 5 |
CPWA
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.27M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$2.79M |
| 3 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$282K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$251K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TYCC
26
Texas Yale Capital Corp
St. Petersburg,
Florida
| $261K | -$282K | -5,656 | -52% |
|
|
PAA
27
Peregrine Asset Advisers
Portland,
Oregon
| $229K | – | – | – |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$251K | -5,000 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$239K | -4,755 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$5K | -102 | Closed |
|
JSCP Hedge Fund Activity: Q4 2021 in Review
27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2021, worth a combined $110M — up 35% from $81.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JSCP positions and 3 closed out — a net gain of 8 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $18.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.27M.
- 27 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2021, up from 19 in Q3 2021.
- Funds reported $110M of JPMorgan Short Duration Core Plus ETF stock for Q4 2021, up 35% quarter-over-quarter.
- 11 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2021 and 3 closed out, a net change of +8 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $18.1M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2021 was JP Morgan Chase, an estimated $5.27M sold.
Based on aggregated 13F filings for Q4 2021.