JPMorgan Short Duration Core Plus ETF
JSCP
50 hedge funds and large institutions have $222M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
34% more capital invested
Capital invested by funds: $166M → $222M (+$56.6M)
23.38% more ownership
Funds ownership: 57.12% → 80.5% (+23%)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$36.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$24.9M |
| 3 |
5SA
5th Street Advisors
Southport,
Connecticut
|
+$17.8M |
| 4 |
Jane Street
New York
|
+$5.68M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.12M |
| 2 |
NCM
Noesis Capital Mangement
Boca Raton,
Florida
|
-$997K |
| 3 |
WP
WMS Partners
Towson,
Maryland
|
-$843K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$753K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$544K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
51
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $6 | – | – | – |
|
|
AWM
52
Axxcess Wealth Management
Carlsbad,
California
| – | -$1.12M | -24,415 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$753K | -16,447 | Closed |
|
|
MA
54
Mutual Advisors
Omaha,
Nebraska
| – | -$544K | -11,880 | Closed |
|
|
TYCC
55
Texas Yale Capital Corp
St. Petersburg,
Florida
| – | -$321K | -7,000 | Closed |
|
|
GCA
56
Gradient Capital Advisors
San Diego,
California
| – | -$282K | -6,160 | Closed |
|
|
PCFFS
57
Pacific Center for Financial Services
San Ramon,
California
| – | -$28.3K | -618 | Closed |
|
|
AAP
58
Arax Advisory Partners
Denver,
Colorado
| – | -$16K | -349 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | -$5.45K | -119 | Closed |
|
60
Morgan Stanley
New York
| – | -$2.29K | -50 | Closed |
|
JSCP Hedge Fund Activity: Q3 2023 in Review
50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2023, worth a combined $222M — up 34% from $166M a quarter earlier.
Fund positioning in JSCP was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 22 added to existing stakes and 13 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $36.4M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $1.12M sold.
- 50 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $222M of JPMorgan Short Duration Core Plus ETF stock for Q3 2023, up 34% quarter-over-quarter.
- 9 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2023 and 9 closed out, a net change of 0 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $36.4M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2023 was Axxcess Wealth Management, an estimated $1.12M sold.
Based on aggregated 13F filings for Q3 2023.