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JPMorgan Short Duration Core Plus ETF
JSCP

50 hedge funds and large institutions have $166M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

27% more capital invested

Capital invested by funds: $131M → $166M (+$35.2M)

9% more funds holding

Funds holding: 46 → 50 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11.21% less ownership

Funds ownership: 68.33% → 57.12% (-11%)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
REMPR
Roof Eidam Maycock Peralta (REMP)
California
+$13.9M
2
WP
WMS Partners
Maryland
+$3.34M
3
UBS Group
UBS Group
Switzerland
+$2.8M
4
SFG
StrategIQ Financial Group
Indiana
+$1.46M
5
AFP
Ausdal Financial Partners
Iowa
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18M
2
EWA
EP Wealth Advisors
California
-$4.66M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.47M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.33M
5
TWM
Tradition Wealth Management
Minnesota
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$753K +$264K +5,735 +54%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$721K -$27.5K -597 -4%
MWM
28
Madison Wealth Management
Ohio
$606K -$2.17K -47 -0.4%
MA
29
Mutual Advisors
Nebraska
$544K – – –
LPAM
30
Lodestar Private Asset Management
California
$539K -$224K -4,869 -29%
UWM
31
USAdvisors Wealth Management
Minnesota
$475K -$18.2K -394 -4%
SIG
32
Sargent Investment Group
Maryland
$402K -$5.53K -120 -1%
PCM
33
Pennsylvania Capital Management
Pennsylvania
$377K +$380K +8,239 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$369K +$372K +8,065 New
TYCC
35
Texas Yale Capital Corp
Florida
$321K – – –
VF
36
Vawter Financial
Ohio
$289K +$21.7K +470 +8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$286K +$138 +3 +0%
GCA
38
Gradient Capital Advisors
California
$282K – – –
PPC
39
Park Place Capital
Alabama
$260K +$6.27K +136 +2%
MML Investors Services
40
MML Investors Services
Massachusetts
$234K +$236K +5,111 New
Betterment LLC
41
Betterment LLC
New York
$219K +$221K +4,789 New
CFO
42
Collective Family Office
Pennsylvania
$203K -$134K -2,904 -40%
GWM
43
Geneos Wealth Management
Colorado
$137K – – –
CT
44
Clearstead Trust
Maine
$59K – – –
PCFFS
45
Pacific Center for Financial Services
California
$28.3K +$28.5K +618 New
GRP
46
Global Retirement Partners
California
$27.2K +$184 +4 +0.7%
AAP
47
Arax Advisory Partners
Colorado
$16K +$16.1K +349 New
CTA
48
Colonial Trust Advisors
South Carolina
$10.9K +$2.77K +60 +34%
Wells Fargo
49
Wells Fargo
California
$5.45K – – –
Morgan Stanley
50
Morgan Stanley
New York
$2.29K +$2.3K +50 New
1
2
3

JSCP Hedge Fund Activity: Q2 2023 in Review

50 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2023, worth a combined $166M — up 27% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JSCP positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Roof Eidam Maycock Peralta (REMP), opening a new position worth an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $18M.

  • 50 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $166M of JPMorgan Short Duration Core Plus ETF stock for Q2 2023, up 27% quarter-over-quarter.
  • 11 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2023 was Roof Eidam Maycock Peralta (REMP), an estimated $13.9M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2023 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2023.