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JPMorgan Short Duration Core Plus ETF
JSCP

49 hedge funds and large institutions have $178M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more funds holding

Funds holding: 37 → 49 (+12)

22% more capital invested

Capital invested by funds: $146M → $178M (+$31.9M)

4.47% more ownership

Funds ownership: 73.58% → 78.06% (+4.5%)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
11
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
WMS Partners
Maryland
+$27.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$12.1M
3
EWA
EP Wealth Advisors
California
+$3.53M
4
AWM
Axxcess Wealth Management
California
+$881K
5
Citadel Advisors
Citadel Advisors
Florida
+$732K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.6M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$5.67M
3
TFA
Tobias Financial Advisors
Florida
-$2.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.49M
5
TWM
Tradition Wealth Management
Minnesota
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$709K +$705K +15,512 New
MA
27
Mutual Advisors
Nebraska
$703K -$7.78K -171 -1%
LWA
28
Lowe Wealth Advisors
Maryland
$682K +$679K +14,925 New
SIG
29
Sargent Investment Group
Maryland
$588K +$154K +3,395 +36%
TYCC
30
Texas Yale Capital Corp
Florida
$548K -$90.9K -2,000 -14%
UWM
31
USAdvisors Wealth Management
Minnesota
$500K -$34.6K -761 -6%
FAAM
32
First Ascent Asset Management
Colorado
$468K +$8.14K +179 +2%
MWM
33
Madison Wealth Management
Ohio
$443K +$119K +2,617 +37%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$340K -$37.1K -816 -10%
CFO
35
Collective Family Office
Pennsylvania
$335K -$253K -5,562 -43%
MML Investors Services
36
MML Investors Services
Massachusetts
$312K +$310K +6,826 New
FW
37
FirstPurpose Wealth
Utah
$310K +$309K +6,789 New
NCM
38
Nelson Capital Management
California
$307K -$372K -8,179 -55%
KWA
39
KCS Wealth Advisory
California
$292K +$291K +6,400 New
GCA
40
Gradient Capital Advisors
California
$282K – – –
VF
41
Vawter Financial
Ohio
$266K +$265K +5,830 New
PAA
42
Peregrine Asset Advisers
Oregon
$210K – – –
PPC
43
Park Place Capital
Alabama
$194K +$193K +4,241 New
GWM
44
Geneos Wealth Management
Colorado
$137K +$136K +3,000 New
CT
45
Clearstead Trust
Maine
$59K -$52.8K -1,161 -47%
ASN
46
Advisory Services Network
Georgia
$27.4K +$27.3K +600 New
CTA
47
Colonial Trust Advisors
South Carolina
$8.13K +$8.09K +178 New
Wells Fargo
48
Wells Fargo
California
$5.44K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$46 +$45 +1 New
Jane Street
50
Jane Street
New York
– -$13.6M -300,142 Closed
1
2
3

JSCP Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2022, worth a combined $178M — up 22% from $146M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JSCP positions and 5 closed out — a net gain of 12 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was WMS Partners, opening a new position worth an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $13.6M sold.

  • 49 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $178M of JPMorgan Short Duration Core Plus ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 17 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2022 and 5 closed out, a net change of +12 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2022 was WMS Partners, an estimated $27.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2022 was Jane Street, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2022.