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JPMorgan Short Duration Core Plus ETF
JSCP

Overview Fund Activity

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.

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

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$7.29M
2
EWA
2
EP Wealth Advisors
California
$54.8M
3
MCM
3
MAI Capital Management
Ohio
$3.57M
4
PWM
4
Perigon Wealth Management
California
$2.02M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.93M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.88M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$56.1M
3
Jane Street
3
Jane Street
New York
$651K
4
5SA
4
5th Street Advisors
Connecticut
$19.7M
5
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$431K +$182K +3,821 +73%
MML Investors Services
52
MML Investors Services
Massachusetts
$427K +$25.9K +545 +6%
VF
53
Vawter Financial
Ohio
$397K +$77K +1,620 +24%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$301K +$301K +6,327 New
KeyBank National Association
55
KeyBank National Association
Ohio
$296K +$296K +6,230 New
UWM
56
USAdvisors Wealth Management
Minnesota
$286K -$65K -1,368 -19%
CA
57
CGN Advisors
Kansas
$284K +$284K +5,973 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$276K -$2.71K -57 -1%
NA
59
NewEdge Advisors
Louisiana
$247K – – –
LWL
60
Leo Wealth LLC
Texas
$229K +$229K +4,827 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$224K +$224K +4,713 New
WSFS
62
Wilmington Savings Fund Society
Delaware
$155K +$155K +3,253 New
GWM
63
Geneos Wealth Management
Colorado
$143K – – –
Jones Financial Companies
64
Jones Financial Companies
Missouri
$91.4K +$91.4K +1,919 New
CT
65
Clearstead Trust
Maine
$61.2K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$28.5K +$28.5K +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 +$8.98K +189 New
PPC
70
Park Place Capital
Alabama
$2.38K -$22.5K -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
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