JPMorgan Short Duration Core Plus ETF
JSCP
50 hedge funds and large institutions have $166M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
27% more capital invested
Capital invested by funds: $131M → $166M (+$35.2M)
9% more funds holding
Funds holding: 46 → 50 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.21% less ownership
Funds ownership: 68.33% → 57.12% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$13.9M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$3.34M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.8M |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$1.46M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$4.66M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.47M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.33M |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
51
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $6 | – | – | – |
|
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2.47M | -53,392 | Closed |
|
|
AAS
53
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.33M | -28,847 | Closed |
|
|
ICP
54
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$435K | -9,400 | Closed |
|
|
NCM
55
Nelson Capital Management
Menlo Park,
California
| – | -$275K | -5,950 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$23.1K | -500 | Closed |
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6.94K | -150 | Closed |
|
JSCP Hedge Fund Activity: Q2 2023 in Review
50 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2023, worth a combined $166M — up 27% from $131M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JSCP positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Roof Eidam Maycock Peralta (REMP), opening a new position worth an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $18M.
- 50 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2023, up from 46 in Q1 2023.
- Funds reported $166M of JPMorgan Short Duration Core Plus ETF stock for Q2 2023, up 27% quarter-over-quarter.
- 11 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2023 was Roof Eidam Maycock Peralta (REMP), an estimated $13.9M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2023 was Jane Street, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2023.