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JPMorgan Short Duration Core Plus ETF

46 hedge funds and large institutions have $131M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 4946 (-3)

9.72% less ownership

Funds ownership: 78.06%68.33% (-9.7%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

27% less capital invested

Capital invested by funds: $178M → $131M (-$47.4M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
15
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
26
USAdvisors Wealth Management
Minnesota
$498K -$8.48K -184 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$496K -$248K -5,388 -33%
ICP
28
Interchange Capital Partners
Pennsylvania
$435K +$433K +9,400 New
SIG
29
Sargent Investment Group
Maryland
$411K -$184K -3,980 -31%
CFO
30
Collective Family Office
Pennsylvania
$340K +$231 +5 +0.1%
TYCC
31
Texas Yale Capital Corp
Florida
$324K -$231K -5,000 -42%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$289K -$56K -1,214 -16%
GCA
33
Gradient Capital Advisors
California
$285K
NCM
34
Nelson Capital Management
California
$275K -$35.6K -771 -11%
VF
35
Vawter Financial
Ohio
$270K
PPC
36
Park Place Capital
Alabama
$256K +$59.8K +1,296 +31%
CPWA
37
Cerro Pacific Wealth Advisors
California
$229K -$2.87M -62,252 -93%
GWM
38
Geneos Wealth Management
Colorado
$139K
UBS Group
39
UBS Group
Switzerland
$61.2K +$61K +1,322 New
CT
40
Clearstead Trust
Maine
$59.6K
GRP
41
Global Retirement Partners
California
$27.4K +$27.2K +590 New
ASN
42
Advisory Services Network
Georgia
$23.1K -$4.61K -100 -17%
CTA
43
Colonial Trust Advisors
South Carolina
$8.24K
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$7.13K +$641K +13,895 +10%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$6.94K +$6.92K +150 New
Wells Fargo
46
Wells Fargo
California
$5.51K
PFBT
47
Parkside Financial Bank & Trust
Missouri
$6
LWMT
48
Legacy Wealth Management (Tennessee)
Tennessee
-$46.8M -1,024,244 Closed
BHWA
49
Beacon Harbor Wealth Advisors
Virginia
-$6.86M -150,090 Closed
SC
50
Slow Capital
California
-$772K -16,896 Closed

JSCP Hedge Fund Activity: Q1 2023 in Review

46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2023, worth a combined $131M — down 27% from $178M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JSCP and 6 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, opening a new position worth an estimated $21.4M. The largest seller was Legacy Wealth Management (Tennessee), exiting entirely with an estimated $46.8M sold.

  • 46 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $131M of JPMorgan Short Duration Core Plus ETF stock for Q1 2023, down 27% quarter-over-quarter.
  • 6 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2023 and 9 closed out, a net change of -3 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2023 was Jane Street, an estimated $21.4M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2023 was Legacy Wealth Management (Tennessee), an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2023.