JPMorgan Short Duration Core Plus ETF
JSCP
58 hedge funds and large institutions have $342M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $305M → $342M (+$37.4M)
9% more funds holding
Funds holding: 53 → 58 (+5)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.16% less ownership
Funds ownership: 74.96% → 74.8% (-0.16%)
Top Buyers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.3M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$6.17M |
| 3 |
Jane Street
New York
|
+$3.13M |
| 4 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$2.98M |
| 5 |
WP
WMS Partners
Towson,
Maryland
|
+$2.85M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $139K | – | – | – |
|
|
CT
52
Clearstead Trust
Portland,
Maine
| $59.7K | – | – | – |
|
|
GRP
53
Global Retirement Partners
San Rafael,
California
| $27.6K | – | – | – |
|
|
PPC
54
Park Place Capital
Homewood,
Alabama
| $24.3K | -$151K | -3,262 | -86% |
|
|
CTA
55
Colonial Trust Advisors
Spartanburg,
South Carolina
| $12.4K | – | – | – |
|
|
WWP
56
WR Wealth Planners
Columbia,
Missouri
| $9.37K | – | – | – |
|
|
PPA
57
Painted Porch Advisors
Santa Barbara,
California
| $4.55K | +$4.53K | +98 | New |
|
58
Morgan Stanley
New York
| $68 | +$46 | +1 | New |
|
|
PFBT
59
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $6 | – | – | – |
|
|
NSB
60
Norway Savings Bank
Portland,
Maine
| – | -$3.16M | -67,939 | Closed |
|
61
Citadel Advisors
Miami,
Florida
| – | -$695K | -14,930 | Closed |
|
62
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$639K | -13,743 | Closed |
|
63
Envestnet Asset Management
Chicago,
Illinois
| – | -$243K | -5,221 | Closed |
|
JSCP Hedge Fund Activity: Q2 2024 in Review
58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2024, worth a combined $342M — up 12% from $305M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JSCP positions and 4 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $31.3M. The largest seller was Osaic Holdings, cutting an estimated $8.66M.
- 58 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2024, up from 53 in Q1 2024.
- Funds reported $342M of JPMorgan Short Duration Core Plus ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $31.3M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2024 was Osaic Holdings, an estimated $8.66M sold.
Based on aggregated 13F filings for Q2 2024.