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JPMorgan Short Duration Core Plus ETF

53 hedge funds and large institutions have $305M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $249M → $305M (+$55.9M)

0% more funds holding

Funds holding: 5353 (0)

3.7% less ownership

Funds ownership: 78.66%74.96% (-3.7%)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
26
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lowe Wealth Advisors
Maryland
$1.22M +$19.7K +425 +2%
FWP
27
FAS Wealth Partners
Kansas
$1.11M +$12K +258 +1%
TIM
28
Tortoise Investment Management
New York
$1.1M -$73.3K -1,580 -6%
MCM
29
MAI Capital Management
Ohio
$1.04M +$1.04M +22,381 New
LWM
30
Lodestone Wealth Management
Washington
$1.01M +$11K +237 +1%
Jane Street
31
Jane Street
New York
$824K -$7.03M -151,514 -90%
LA
32
LexAurum Advisors
Kansas
$750K +$35.4K +763 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$705K +$110K +2,366 +19%
Citadel Advisors
34
Citadel Advisors
Florida
$695K -$2.95M -63,572 -81%
LPAM
35
Lodestar Private Asset Management
California
$689K -$26.3K -567 -4%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$639K +$638K +13,743 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$437K -$2.4M -51,729 -85%
SWP
38
Summit Wealth Partners
Florida
$425K +$424K +9,133 New
MML Investors Services
39
MML Investors Services
Massachusetts
$371K +$16.9K +364 +5%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$3.99K +86 +1%
UWM
41
USAdvisors Wealth Management
Minnesota
$352K +$12K +258 +4%
MCM
42
MidAtlantic Capital Management
Virginia
$304K
VF
43
Vawter Financial
Ohio
$293K
SIG
44
Sargent Investment Group
Maryland
$286K -$52.2K -1,125 -15%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$270K +$269K +5,803 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$243K -$274K -5,906 -53%
NA
47
NewEdge Advisors
Louisiana
$230K
PPC
48
Park Place Capital
Alabama
$176K +$19K +410 +12%
GWM
49
Geneos Wealth Management
Colorado
$140K
CT
50
Clearstead Trust
Maine
$59.9K

JSCP Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2024, worth a combined $305M — up 22% from $249M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JSCP positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $70.7M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $26.5M sold.

  • 53 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $305M of JPMorgan Short Duration Core Plus ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 9 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $70.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2024.