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JPMorgan Short Duration Core Plus ETF
JSCP

Overview Fund Activity

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.

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.79%
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

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$13.8M
2
WP
2
WMS Partners
Maryland
$40.4M
3
UBS Group
3
UBS Group
Switzerland
$2.85M
4
SFG
4
StrategIQ Financial Group
Indiana
$1.45M
5
AFP
5
Ausdal Financial Partners
Iowa
$1.37M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$33.2M
2
Jane Street
2
Jane Street
New York
$3.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
TWM
5
Tradition Wealth Management
Minnesota
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$753K +$263K +5,735 +54%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$721K -$27.3K -597 -4%
MWM
28
Madison Wealth Management
Ohio
$606K -$2.15K -47 -0.4%
MA
29
Mutual Advisors
Nebraska
$544K – – –
LPAM
30
Lodestar Private Asset Management
California
$539K -$223K -4,869 -29%
UWM
31
USAdvisors Wealth Management
Minnesota
$475K -$18K -394 -4%
SIG
32
Sargent Investment Group
Maryland
$402K -$5.5K -120 -1%
PCM
33
Pennsylvania Capital Management
Pennsylvania
$377K +$377K +8,239 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$369K +$369K +8,065 New
TYCC
35
Texas Yale Capital Corp
Florida
$321K – – –
VF
36
Vawter Financial
Ohio
$289K +$21.5K +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 +$6.23K +136 +2%
MML Investors Services
40
MML Investors Services
Massachusetts
$234K +$234K +5,111 New
Betterment LLC
41
Betterment LLC
New York
$219K +$219K +4,789 New
CFO
42
Collective Family Office
Pennsylvania
$203K -$133K -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 +$28.3K +618 New
GRP
46
Global Retirement Partners
California
$27.2K +$183 +4 +0.7%
AAP
47
Arax Advisory Partners
Colorado
$16K +$16K +349 New
CTA
48
Colonial Trust Advisors
South Carolina
$10.9K +$2.75K +60 +34%
Wells Fargo
49
Wells Fargo
California
$5.45K – – –
Morgan Stanley
50
Morgan Stanley
New York
$2.29K +$2.29K +50 New
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