We are live on ! Find out more
JSCP icon

JPMorgan Short Duration Core Plus ETF

79 hedge funds and large institutions have $477M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $428M → $477M (+$49.2M)

3% more funds holding

Funds holding: 7779 (+2)

1.01% less ownership

Funds ownership: 76.18%75.18% (-1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
10
Increased
35
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
51
Interchange Capital Partners
Pennsylvania
$642K
LWM
52
Lodestone Wealth Management
Washington
$626K -$407K -8,675 -40%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$613K +$609K +12,976 New
VF
54
Vawter Financial
Ohio
$484K
AC
55
AIFG Consultants
New York
$483K +$265K +5,653 +124%
IWP
56
Invenio Wealth Partners
Florida
$471K -$32.2K -687 -6%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$471K +$18.2K +389 +4%
TIM
58
Tortoise Investment Management
New York
$448K -$46.9K -1,000 -10%
UWM
59
USAdvisors Wealth Management
Minnesota
$437K +$47K +1,003 +12%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$424K -$85.2K -1,817 -17%
SWP
61
Summit Wealth Partners
Florida
$380K
GWM
62
Geneos Wealth Management
Colorado
$283K +$141K +3,000 +100%
NA
63
NewEdge Advisors
Louisiana
$255K
MFG
64
Mosaic Financial Group
Illinois
$251K
GCA
65
Gradient Capital Advisors
California
$222K
WAM
66
WNY Asset Management
New York
$218K +$469 +10 +0.2%
CA
67
CGN Advisors
Kansas
$217K -$66.3K -1,413 -23%
BWMG
68
Barnes Wealth Management Group
California
$209K +$208K +4,426 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$203K +$110K +2,345 +119%
HIA
70
HFM Investment Advisors
New Jersey
$203K +$202K +4,301 New
WSFS
71
Wilmington Savings Fund Society
Delaware
$142K -$11.6K -248 -8%
CT
72
Clearstead Trust
Maine
$60.8K
CWM
73
Centricity Wealth Management
Ohio
$24.8K
Bank of America
74
Bank of America
North Carolina
$23.5K
CFP
75
Comprehensive Financial Planning
Pennsylvania
$23.3K +$234 +5 +1%

JSCP Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2025, worth a combined $477M — up 11% from $428M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 4 closed out — a net gain of 6 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $52.5M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $13.1M.

  • 79 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2025, up from 77 in Q4 2024.
  • Funds reported $477M of JPMorgan Short Duration Core Plus ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2025 was HB Wealth Management, an estimated $52.5M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.