JPMorgan Short Duration Core Plus ETF
JSCP
53 hedge funds and large institutions have $249M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
12% more capital invested
Capital invested by funds: $222M → $249M (+$26.6M)
6% more funds holding
Funds holding: 50 → 53 (+3)
1.84% less ownership
Funds ownership: 80.5% → 78.66% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$5.65M |
| 2 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$3.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.58M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.45M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.83M |
| 2 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$3.33M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.72M |
| 4 |
Jane Street
New York
|
-$1.25M |
| 5 |
5SA
5th Street Advisors
Southport,
Connecticut
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTA
51
Colonial Trust Advisors
Spartanburg,
South Carolina
| $11.1K | – | – | – |
|
52
JP Morgan Chase
New York
| $9.99K | +$1.51K | +33 | +18% |
|
53
Morgan Stanley
New York
| $112 | +$91 | +2 | New |
|
|
PFBT
54
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $6 | – | – | – |
|
|
TFA
55
Tobias Financial Advisors
Plantation,
Florida
| – | -$3.33M | -73,404 | Closed |
|
|
PCM
56
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| – | -$330K | -7,269 | Closed |
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$222K | -4,887 | Closed |
|
58
Betterment LLC
New York
| – | -$216K | -4,766 | Closed |
|
|
CFO
59
Collective Family Office
York,
Pennsylvania
| – | -$202K | -4,443 | Closed |
|
|
CA
60
Clearstead Advisors
Cleveland,
Ohio
| – | -$58.4K | -1,288 | Closed |
|
|
WWP
61
WR Wealth Planners
Columbia,
Missouri
| – | -$9.16K | -202 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | -$45 | -1 | Closed |
|
JSCP Hedge Fund Activity: Q4 2023 in Review
53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2023, worth a combined $249M — up 12% from $222M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JSCP positions and 8 closed out — a net gain of 4 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $5.65M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.83M.
- 53 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2023, up from 50 in Q3 2023.
- Funds reported $249M of JPMorgan Short Duration Core Plus ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 12 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2023 and 8 closed out, a net change of +4 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2023 was Stifel Financial, an estimated $5.65M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2023.