JPMorgan Short Duration Core Plus ETF
JSCP
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.
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: 77 → 79 (+2)
1.01% less ownership
Funds ownership: 76.18% → 75.18% (-1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$52.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$25M |
| 3 |
JP Morgan Chase
New York
|
+$7.45M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$6.18M |
| 5 |
RWA
Roberts Wealth Advisors
Palo Alto,
California
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
-$13.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.91M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.08M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$791K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$663K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
AmeriFlex Group
Las Vegas,
Nevada
| $20.6K | +$20.5K | +437 | New |
|
|
CTA
77
Colonial Trust Advisors
Spartanburg,
South Carolina
| $12.7K | – | – | – |
|
|
PPC
78
Park Place Capital
Homewood,
Alabama
| $2.36K | – | – | – |
|
79
Morgan Stanley
New York
| $84 | -$20.2K | -431 | -100% |
|
|
WP
80
WMS Partners
Towson,
Maryland
| – | -$49.3M | -1,057,969 | Closed |
|
|
81
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$6.91M | -148,214 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$467K | -10,009 | Closed |
|
|
LWL
83
Leo Wealth LLC
Hurst,
Texas
| – | -$225K | -4,827 | Closed |
|
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.