JPMorgan Short Duration Core Plus ETF
JSCP
46 hedge funds and large institutions have $131M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.
6% less funds holding
Funds holding: 49 → 46 (-3)
9.72% less ownership
Funds ownership: 78.06% → 68.33% (-9.7%)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
27% less capital invested
Capital invested by funds: $178M → $131M (-$47.4M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$21.4M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$9.27M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.04M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.46M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$46.8M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$17.6M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$6.86M |
| 4 |
CPWA
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
-$2.87M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
51
TownSquare Capital
Provo,
Utah
| – | -$709K | -15,512 | Closed |
|
52
MML Investors Services
Springfield,
Massachusetts
| – | -$312K | -6,826 | Closed |
|
|
FW
53
FirstPurpose Wealth
Orem,
Utah
| – | -$310K | -6,789 | Closed |
|
|
KWA
54
KCS Wealth Advisory
Los Angeles,
California
| – | -$292K | -6,400 | Closed |
|
|
PAA
55
Peregrine Asset Advisers
Portland,
Oregon
| – | -$210K | -4,600 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$46 | -1 | Closed |
|
JSCP Hedge Fund Activity: Q1 2023 in Review
46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2023, worth a combined $131M — down 27% from $178M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JSCP and 6 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was Jane Street, opening a new position worth an estimated $21.4M. The largest seller was Legacy Wealth Management (Tennessee), exiting entirely with an estimated $46.8M sold.
- 46 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2023, down from 49 in Q4 2022.
- Funds reported $131M of JPMorgan Short Duration Core Plus ETF stock for Q1 2023, down 27% quarter-over-quarter.
- 6 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2023 and 9 closed out, a net change of -3 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2023 was Jane Street, an estimated $21.4M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2023 was Legacy Wealth Management (Tennessee), an estimated $46.8M sold.
Based on aggregated 13F filings for Q1 2023.