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JPMorgan Short Duration Core Plus ETF
JSCP

Overview Fund Activity

70 hedge funds and large institutions have $332M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$7.29M
2
EWA
2
EP Wealth Advisors
California
$54.8M
3
MCM
3
MAI Capital Management
Ohio
$3.57M
4
PWM
4
Perigon Wealth Management
California
$2.02M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.93M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.88M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$56.1M
3
Jane Street
3
Jane Street
New York
$651K
4
5SA
4
5th Street Advisors
Connecticut
$19.7M
5
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
26
GeoWealth Management
Illinois
$1.68M -$4.37K -92 -0.3%
AFP
27
Ausdal Financial Partners
Iowa
$1.48M +$48.3K +1,016 +3%
BWA
28
Beam Wealth Advisors
Louisiana
$1.46M +$5.09K +107 +0.4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.42M +$686K +14,428 +94%
Stifel Financial
30
Stifel Financial
Missouri
$1.28M +$49.8K +1,048 +4%
LA
31
LexAurum Advisors
Kansas
$1.22M +$36.5K +768 +3%
FWP
32
FAS Wealth Partners
Kansas
$1.16M +$14.4K +303 +1%
ICP
33
Interchange Capital Partners
Pennsylvania
$1.14M -$10.2K -215 -0.9%
LWA
34
Lowe Wealth Advisors
Maryland
$1.11M +$41.5K +874 +4%
LWM
35
Lodestone Wealth Management
Washington
$1.06M +$13.2K +277 +1%
SA
36
Sanctuary Advisors
Indiana
$977K +$80.6K +1,724 +9%
GRP
37
Global Retirement Partners
California
$901K +$873K +18,371 +3,093%
LPAM
38
Lodestar Private Asset Management
California
$866K +$50.5K +1,062 +6%
LIS
39
Legacy Investment Solutions
Idaho
$729K +$729K +15,582 New
LWMI
40
Legacy Wealth Management (Idaho)
Idaho
$729K +$729K +15,582 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$723K +$723K +15,205 New
MCM
42
MidAtlantic Capital Management
Virginia
$683K +$373K +7,848 +120%
Jane Street
43
Jane Street
New York
$651K -$3.41M -71,767 -84%
Citadel Advisors
44
Citadel Advisors
Florida
$615K +$615K +12,937 New
TIM
45
Tortoise Investment Management
New York
$554K -$136K -2,865 -20%
SAA
46
Southeast Asset Advisors
Georgia
$527K +$527K +11,085 New
IWP
47
Invenio Wealth Partners
Florida
$503K +$503K +10,581 New
SWP
48
Summit Wealth Partners
Florida
$474K – – –
TCM
49
TD Capital Management
Tennessee
$461K +$461K +9,696 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$453K +$14.4K +303 +3%
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