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JPMorgan Short Duration Core Plus ETF
JSCP

19 hedge funds and large institutions have $81.3M invested in JPMorgan Short Duration Core Plus ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more funds holding

Funds holding: 7 → 19 (+12)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

43% more capital invested

Capital invested by funds: $56.7M → $81.3M (+$24.6M)

0.36% less ownership

Funds ownership: 61.3% → 60.94% (-0.36%)

Holders
19
Holders Change
+12
Holders Change %
+171.43%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
+$13M
2
EFL
ERn Financial LLC
Wisconsin
+$10M
3
SPL
Smart Portfolios LLC
Washington
+$3.89M
4
CPWA
Cerro Pacific Wealth Advisors
California
+$2.86M
5
SC
Slow Capital
California
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$9.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$26.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$39.8M -$9.9M -197,032 -20%
TIM
2
Tortoise Investment Management
New York
$13M +$13M +259,160 New
EFL
3
ERn Financial LLC
Wisconsin
$10M +$10M +199,848 New
SPL
4
Smart Portfolios LLC
Washington
$3.88M +$3.89M +77,358 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.98M +$145K +2,883 +5%
CPWA
6
Cerro Pacific Wealth Advisors
California
$2.86M +$2.86M +56,922 New
HighTower Advisors
7
HighTower Advisors
Illinois
$2.63M -$26.8K -533 -1%
SC
8
Slow Capital
California
$1.18M +$1.19M +23,584 New
UWM
9
USAdvisors Wealth Management
Minnesota
$1.07M +$131K +2,611 +14%
Jane Street
10
Jane Street
New York
$1.06M +$1.06M +21,143 New
CFO
11
Collective Family Office
Pennsylvania
$551K +$552K +10,982 New
TYCC
12
Texas Yale Capital Corp
Florida
$547K +$548K +10,907 New
FWP
13
FAS Wealth Partners
Kansas
$439K +$440K +8,748 New
Osaic Holdings
14
Osaic Holdings
Arizona
$311K +$307K +6,115 +8,153%
IAP
15
Indie Asset Partners
Indiana
$286K +$25.1K +500 +10%
OMC
16
Old Mission Capital
Illinois
$251K +$251K +5,000 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$239K +$239K +4,755 New
PAA
18
Peregrine Asset Advisers
Oregon
$231K – – –
UBS Group
19
UBS Group
Switzerland
$5K +$5.13K +102 New

JSCP Hedge Fund Activity: Q3 2021 in Review

19 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2021, worth a combined $81.3M — up 43% from $56.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JSCP positions and 0 closed out — a net gain of 12 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Tortoise Investment Management, opening a new position worth an estimated $13M. The largest seller was JP Morgan Chase, cutting an estimated $9.9M.

  • 19 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2021, up from 7 in Q2 2021.
  • Funds reported $81.3M of JPMorgan Short Duration Core Plus ETF stock for Q3 2021, up 43% quarter-over-quarter.
  • 12 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2021 and 0 closed out, a net change of +12 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2021 was Tortoise Investment Management, an estimated $13M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2021 was JP Morgan Chase, an estimated $9.9M sold.

Based on aggregated 13F filings for Q3 2021.