JPMorgan Short Duration Core Plus ETF
JSCP
35 hedge funds and large institutions have $152M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
38% more capital invested
Capital invested by funds: $110M → $152M (+$42.2M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more funds holding
Funds holding: 27 → 35 (+8)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
17% more ownership
Funds ownership: 63.54% → 80.54% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$25.4M |
| 2 |
NCM
Nelson Capital Management
Menlo Park,
California
|
+$13.6M |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$11.9M |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$8.61M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.3M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$6.25M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.98M |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
-$1.18M |
| 5 |
Jane Street
New York
|
-$767K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CGN Advisors
Manhattan,
Kansas
| $278K | +$283K | +5,815 | New |
|
|
IAP
27
Indie Asset Partners
Carmel,
Indiana
| $263K | -$9.74K | -200 | -4% |
|
28
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $249K | +$254K | +5,215 | New |
|
|
FWP
29
FAS Wealth Partners
Leawood,
Kansas
| $228K | -$195K | -4,000 | -46% |
|
|
PAA
30
Peregrine Asset Advisers
Portland,
Oregon
| $220K | – | – | – |
|
31
Citadel Advisors
Miami,
Florida
| $217K | +$221K | +4,544 | New |
|
|
FAAM
32
First Ascent Asset Management
Denver,
Colorado
| $216K | +$220K | +4,522 | New |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $156K | +$487 | +10 | +0.1% |
|
34
First Manhattan
New York
| $47K | +$48.7K | +1,000 | New |
|
|
PFS
35
Prospera Financial Services
Dallas,
Texas
| $25K | +$25.1K | +515 | New |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$494K | -9,932 | Closed |
|
|
SWM
37
Spire Wealth Management
Mclean,
Virginia
| – | -$304K | -6,106 | Closed |
|
JSCP Hedge Fund Activity: Q1 2022 in Review
35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2022, worth a combined $152M — up 38% from $110M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JSCP positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $25.4M. The largest seller was JP Morgan Chase, cutting an estimated $11.3M.
- 35 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2022, up from 27 in Q4 2021.
- Funds reported $152M of JPMorgan Short Duration Core Plus ETF stock for Q1 2022, up 38% quarter-over-quarter.
- 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2022 and 2 closed out, a net change of +8 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2022 was EP Wealth Advisors, an estimated $25.4M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2022 was JP Morgan Chase, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2022.