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JPMorgan Short Duration Core Plus ETF
JSCP

77 hedge funds and large institutions have $428M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

29% more capital invested

Capital invested by funds: $332M → $428M (+$96.1M)

10% more funds holding

Funds holding: 70 → 77 (+7)

5.96% more ownership

Funds ownership: 70.22% → 76.18% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
38
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$78.7M
2
EWA
EP Wealth Advisors
California
+$3.6M
3
TCM
TD Capital Management
Tennessee
+$3.26M
4
WP
WMS Partners
Maryland
+$3.24M
5
SW
SkyOak Wealth
Michigan
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
PTP
Platform Technology Partners
New York
-$5.96M
2
Stifel Financial
Stifel Financial
Missouri
-$1.28M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$1.08M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$892K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
26
Heritage Wealth Management (Ohio)
Ohio
$2.49M -$29.7K -634 -1%
KWM
27
Kingsview Wealth Management
Oregon
$2.08M +$187K +3,998 +10%
BFA
28
Beaumont Financial Advisors
Massachusetts
$1.96M +$1.97M +41,941 New
RCM
29
Riggs Capital Management
Utah
$1.94M +$1.95M +41,501 New
AFP
30
Ausdal Financial Partners
Iowa
$1.55M +$103K +2,187 +7%
GM
31
GeoWealth Management
Illinois
$1.49M -$160K -3,412 -10%
Raymond James Financial
32
Raymond James Financial
Florida
$1.41M +$1.42M +30,342 New
GRP
33
Global Retirement Partners
California
$1.38M +$502K +10,707 +56%
BWA
34
Beam Wealth Advisors
Louisiana
$1.36M -$65.1K -1,388 -5%
Citadel Advisors
35
Citadel Advisors
Florida
$1.19M +$587K +12,517 +97%
FWP
36
FAS Wealth Partners
Kansas
$1.15M +$13.7K +292 +1%
SA
37
Sanctuary Advisors
Indiana
$1.05M +$70.8K +1,509 +7%
LWA
38
Lowe Wealth Advisors
Maryland
$1.04M -$56.3K -1,200 -5%
LA
39
LexAurum Advisors
Kansas
$1.03M -$166K -3,541 -14%
LWM
40
Lodestone Wealth Management
Washington
$1.02M -$18.6K -397 -2%
BWM
41
BCGM Wealth Management
Indiana
$944K +$949K +20,246 New
LPAM
42
Lodestar Private Asset Management
California
$881K +$31.4K +670 +4%
SAA
43
Southeast Asset Advisors
Georgia
$817K +$301K +6,428 +58%
MCM
44
MidAtlantic Capital Management
Virginia
$689K +$18.8K +400 +3%
ICP
45
Interchange Capital Partners
Pennsylvania
$634K -$484K -10,327 -43%
MML Investors Services
46
MML Investors Services
Massachusetts
$562K +$144K +3,071 +34%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$503K -$892K -19,033 -64%
LIS
48
Legacy Investment Solutions
Idaho
$501K -$228K -4,862 -31%
LWMI
49
Legacy Wealth Management (Idaho)
Idaho
$501K -$228K -4,862 -31%
IWP
50
Invenio Wealth Partners
Florida
$497K +$3.94K +84 +0.8%
1
2
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JSCP Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2024, worth a combined $428M — up 29% from $332M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JSCP positions and 6 closed out — a net gain of 8 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $78.7M. The largest seller was Platform Technology Partners, exiting entirely with an estimated $5.96M sold.

  • 77 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $428M of JPMorgan Short Duration Core Plus ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 14 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $78.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2024 was Platform Technology Partners, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2024.