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JPMorgan Short Duration Core Plus ETF
JSCP

70 hedge funds and large institutions have $332M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more funds holding

Funds holding: 58 → 70 (+12)

3% less capital invested

Capital invested by funds: $342M → $332M (-$10.2M)

4.57% less ownership

Funds ownership: 74.8% → 70.22% (-4.6%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.84M
2
EWA
EP Wealth Advisors
California
+$3.3M
3
MCM
MAI Capital Management
Ohio
+$2.07M
4
PWM
Perigon Wealth Management
California
+$2M
5
KWM
Kingsview Wealth Management
Oregon
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$26M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.2M
3
Jane Street
Jane Street
New York
-$3.38M
4
5SA
5th Street Advisors
Connecticut
-$2.26M
5
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$431K +$180K +3,821 +73%
MML Investors Services
52
MML Investors Services
Massachusetts
$427K +$25.6K +545 +6%
VF
53
Vawter Financial
Ohio
$397K +$76.2K +1,620 +24%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$301K +$298K +6,327 New
KeyBank National Association
55
KeyBank National Association
Ohio
$296K +$293K +6,230 New
UWM
56
USAdvisors Wealth Management
Minnesota
$286K -$64.3K -1,368 -19%
CA
57
CGN Advisors
Kansas
$284K +$281K +5,973 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$276K -$2.68K -57 -1%
NA
59
NewEdge Advisors
Louisiana
$247K – – –
LWL
60
Leo Wealth LLC
Texas
$229K +$227K +4,827 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$224K +$222K +4,713 New
WSFS
62
Wilmington Savings Fund Society
Delaware
$155K +$153K +3,253 New
GWM
63
Geneos Wealth Management
Colorado
$143K – – –
Jones Financial Companies
64
Jones Financial Companies
Missouri
$91.4K +$90.2K +1,919 New
CT
65
Clearstead Trust
Maine
$61.2K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$28.5K +$28.2K +600 New
CTA
67
Colonial Trust Advisors
South Carolina
$12.7K – – –
WWP
68
WR Wealth Planners
Missouri
$9.6K – – –
TCOV
69
Trust Company of Vermont
Vermont
$8.98K +$8.89K +189 New
PPC
70
Park Place Capital
Alabama
$2.38K -$22.2K -473 -90%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
– -$374K -8,058 Closed
SIG
72
Sargent Investment Group
Maryland
– -$272K -5,865 Closed
MC
73
Middleton & Co
Massachusetts
– -$246K -5,300 Closed
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
– -$464K -100 Closed
PPA
75
Painted Porch Advisors
California
– -$4.55K -98 Closed
1 2
3
4

JSCP Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2024, worth a combined $332M — down 3% from $342M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JSCP positions and 6 closed out — a net gain of 12 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.84M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $26M.

  • 70 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $332M of JPMorgan Short Duration Core Plus ETF stock for Q3 2024, down 3% quarter-over-quarter.
  • 18 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2024 and 6 closed out, a net change of +12 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $3.84M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2024.