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JPMorgan Short Duration Core Plus ETF
JSCP

37 hedge funds and large institutions have $164M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $152M → $164M (+$11.9M)

6% more funds holding

Funds holding: 35 → 37 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

3.27% less ownership

Funds ownership: 80.54% → 77.28% (-3.3%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$49.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.52M
3
TFA
Tobias Financial Advisors
Florida
+$8.11M
4
NCM
Noesis Capital Mangement
Florida
+$4.09M
5
Jane Street
Jane Street
New York
+$2.25M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$21.8M
2
NCM
Nelson Capital Management
California
-$16.8M
3
TIM
Tortoise Investment Management
New York
-$8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.69M
5
HighTower Advisors
HighTower Advisors
Illinois
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$342K -$3.38K -72 -1%
FAAM
27
First Ascent Asset Management
Colorado
$323K +$114K +2,426 +54%
MWM
28
Madison Wealth Management
Ohio
$302K +$306K +6,510 New
GCA
29
Gradient Capital Advisors
California
$286K +$290K +6,160 New
OMC
30
Old Mission Capital
Illinois
$239K +$242K +5,150 New
FWP
31
FAS Wealth Partners
Kansas
$222K +$1.13K +24 +0.5%
PAA
32
Peregrine Asset Advisers
Oregon
$214K – – –
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$174K -$69.5K -1,478 -28%
First Manhattan
34
First Manhattan
New York
$46K – – –
US Bancorp
35
US Bancorp
Minnesota
$34K +$34.8K +740 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$19K +$18.8K +400 New
UBS Group
37
UBS Group
Switzerland
$8K +$7.99K +170 New
JP Morgan Chase
38
JP Morgan Chase
New York
– -$21.8M -455,093 Closed
SPL
39
Smart Portfolios LLC
Washington
– -$3.83M -80,116 Closed
EFL
40
ERn Financial LLC
Wisconsin
– -$750K -15,692 Closed
BWM
41
BlackDiamond Wealth Management
New York
– -$708K -14,801 Closed
CA
42
CGN Advisors
Kansas
– -$278K -5,815 Closed
IAP
43
Indie Asset Partners
Indiana
– -$263K -5,500 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$217K -4,544 Closed
PFS
45
Prospera Financial Services
Texas
– -$25K -515 Closed
1
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JSCP Hedge Fund Activity: Q2 2022 in Review

37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2022, worth a combined $164M — up 7.8% from $152M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 8 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Legacy Wealth Management (Tennessee), opening a new position worth an estimated $49.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $21.8M sold.

  • 37 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $164M of JPMorgan Short Duration Core Plus ETF stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2022 and 8 closed out, a net change of +2 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2022 was Legacy Wealth Management (Tennessee), an estimated $49.1M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2022 was JP Morgan Chase, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.