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JPMorgan Short Duration Core Plus ETF
JSCP

58 hedge funds and large institutions have $342M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $305M → $342M (+$37.4M)

9% more funds holding

Funds holding: 53 → 58 (+5)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.16% less ownership

Funds ownership: 74.96% → 74.8% (-0.16%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
30
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.3M
2
EWA
EP Wealth Advisors
California
+$6.17M
3
Jane Street
Jane Street
New York
+$3.13M
4
BAG
Bridgewealth Advisory Group
California
+$2.98M
5
WP
WMS Partners
Maryland
+$2.85M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.66M
2
TWM
Tradition Wealth Management
Minnesota
-$8.22M
3
NSB
Norway Savings Bank
Maine
-$3.16M
4
Citadel Advisors
Citadel Advisors
Florida
-$695K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$639K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
26
Beam Wealth Advisors
Louisiana
$1.42M +$16.4K +355 +1%
AFP
27
Ausdal Financial Partners
Iowa
$1.4M +$146K +3,152 +12%
Stifel Financial
28
Stifel Financial
Missouri
$1.2M -$28.4K -615 -2%
LA
29
LexAurum Advisors
Kansas
$1.16M +$406K +8,791 +55%
ICP
30
Interchange Capital Partners
Pennsylvania
$1.12M +$1.12M +24,142 New
FWP
31
FAS Wealth Partners
Kansas
$1.12M +$13K +281 +1%
LWA
32
Lowe Wealth Advisors
Maryland
$1.05M -$174K -3,777 -14%
LWM
33
Lodestone Wealth Management
Washington
$1.02M +$11.8K +256 +1%
SA
34
Sanctuary Advisors
Indiana
$882K +$886K +19,174 New
LPAM
35
Lodestar Private Asset Management
California
$796K +$109K +2,361 +16%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$714K +$11.8K +255 +2%
TIM
37
Tortoise Investment Management
New York
$673K -$420K -9,090 -39%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$464K +$4.62K +100 New
SWP
39
Summit Wealth Partners
Florida
$463K +$39.3K +850 +9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$428K -$6.7K -145 -2%
MML Investors Services
41
MML Investors Services
Massachusetts
$391K +$21.6K +467 +6%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$4.34K +94 +1%
UWM
43
USAdvisors Wealth Management
Minnesota
$342K -$7.81K -169 -2%
VF
44
Vawter Financial
Ohio
$312K +$19.9K +430 +7%
MCM
45
MidAtlantic Capital Management
Virginia
$303K – – –
SIG
46
Sargent Investment Group
Maryland
$272K -$12.7K -275 -4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$272K +$2.63K +57 +1%
MC
48
Middleton & Co
Massachusetts
$246K +$245K +5,300 New
FTUS
49
Flow Traders U.S.
New York
$243K +$242K +5,249 New
NA
50
NewEdge Advisors
Louisiana
$241K +$11.4K +246 +5%
1
2
3

JSCP Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2024, worth a combined $342M — up 12% from $305M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 4 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $31.3M. The largest seller was Osaic Holdings, cutting an estimated $8.66M.

  • 58 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $342M of JPMorgan Short Duration Core Plus ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $31.3M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2024 was Osaic Holdings, an estimated $8.66M sold.

Based on aggregated 13F filings for Q2 2024.