JPMorgan Short Duration Core Plus ETF
JSCP
53 hedge funds and large institutions have $305M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more capital invested
Capital invested by funds: $249M → $305M (+$55.9M)
0% more funds holding
Funds holding: 53 → 53 (0)
3.7% less ownership
Funds ownership: 78.66% → 74.96% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$70.7M |
| 2 |
SCP
Shorepoint Capital Partners
Norwood,
Massachusetts
|
+$8.97M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$4.67M |
| 4 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$3.88M |
| 5 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$26.5M |
| 2 |
Jane Street
New York
|
-$7.03M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$4.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.95M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $27.6K | – | – | – |
|
|
CTA
52
Colonial Trust Advisors
Spartanburg,
South Carolina
| $12.5K | +$1.39K | +30 | +13% |
|
|
WWP
53
WR Wealth Planners
Columbia,
Missouri
| $9.4K | +$9.37K | +202 | New |
|
|
PFBT
54
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $6 | – | – | – |
|
|
55
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$26.5M | -569,048 | Closed |
|
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.53M | -32,794 | Closed |
|
|
SWM
57
Scissortail Wealth Management
Tulsa,
Oklahoma
| – | -$1.3M | -27,924 | Closed |
|
|
OMC
58
Old Mission Capital
Chicago,
Illinois
| – | -$1.12M | -24,115 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$23.3K | -500 | Closed |
|
60
Morgan Stanley
New York
| – | -$112 | -2 | Closed |
|
JSCP Hedge Fund Activity: Q1 2024 in Review
53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2024, worth a combined $305M — up 22% from $249M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JSCP positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $70.7M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $26.5M sold.
- 53 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $305M of JPMorgan Short Duration Core Plus ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 9 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $70.7M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2024.