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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.84M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.3M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$2.07M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$2M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$26M |
| 2 |
JP Morgan Chase
New York
|
-$16.2M |
| 3 |
Jane Street
New York
|
-$3.38M |
| 4 |
5SA
5th Street Advisors
Southport,
Connecticut
|
-$2.26M |
| 5 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| – | -$68 | -1 | Closed |
|
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.