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JPMorgan Short Duration Core Plus ETF
JSCP

77 hedge funds and large institutions have $428M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

29% more capital invested

Capital invested by funds: $332M → $428M (+$96.1M)

10% more funds holding

Funds holding: 70 → 77 (+7)

5.96% more ownership

Funds ownership: 70.22% → 76.18% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
38
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$78.7M
2
EWA
EP Wealth Advisors
California
+$3.6M
3
TCM
TD Capital Management
Tennessee
+$3.26M
4
WP
WMS Partners
Maryland
+$3.24M
5
SW
SkyOak Wealth
Michigan
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
PTP
Platform Technology Partners
New York
-$5.96M
2
Stifel Financial
Stifel Financial
Missouri
-$1.28M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$1.08M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$892K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
51
Tortoise Investment Management
New York
$489K -$54.6K -1,165 -10%
VF
52
Vawter Financial
Ohio
$478K +$88.9K +1,895 +23%
FTUS
53
Flow Traders U.S.
New York
$467K +$44K +939 +10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$447K +$1.92K +41 +0.4%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$405K +$318K +6,773 +353%
UWM
56
USAdvisors Wealth Management
Minnesota
$385K +$105K +2,250 +37%
SWP
57
Summit Wealth Partners
Florida
$376K -$90.3K -1,925 -19%
CA
58
CGN Advisors
Kansas
$281K +$2.16K +46 +0.8%
NA
59
NewEdge Advisors
Louisiana
$252K +$9.43K +201 +4%
MFG
60
Mosaic Financial Group
Illinois
$248K +$249K +5,313 New
LWL
61
Leo Wealth LLC
Texas
$225K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$219K -$76.1K -1,623 -26%
GCA
63
Gradient Capital Advisors
California
$219K +$220K +4,697 New
WAM
64
WNY Asset Management
New York
$215K +$216K +4,612 New
AC
65
AIFG Consultants
New York
$213K +$215K +4,576 New
MSFS
66
Main Street Financial Solutions
Pennsylvania
$208K +$209K +4,465 New
WSFS
67
Wilmington Savings Fund Society
Delaware
$152K – – –
GWM
68
Geneos Wealth Management
Colorado
$140K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$91.6K +$64K +1,364 +227%
CT
70
Clearstead Trust
Maine
$60.1K – – –
CWM
71
Centricity Wealth Management
Ohio
$24.5K +$24.6K +525 New
Bank of America
72
Bank of America
North Carolina
$23.2K +$23.3K +497 New
CFP
73
Comprehensive Financial Planning
Pennsylvania
$22.7K +$22.9K +488 New
Morgan Stanley
74
Morgan Stanley
New York
$20.2K +$20.3K +432 New
CTA
75
Colonial Trust Advisors
South Carolina
$12.5K – – –
1 2
3
4

JSCP Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2024, worth a combined $428M — up 29% from $332M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JSCP positions and 6 closed out — a net gain of 8 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $78.7M. The largest seller was Platform Technology Partners, exiting entirely with an estimated $5.96M sold.

  • 77 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $428M of JPMorgan Short Duration Core Plus ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 14 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $78.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2024 was Platform Technology Partners, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2024.