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JPMorgan Short Duration Core Plus ETF
JSCP

27 hedge funds and large institutions have $110M invested in JPMorgan Short Duration Core Plus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more funds holding

Funds holding: 19 → 27 (+8)

35% more capital invested

Capital invested by funds: $81.3M → $110M (+$28.6M)

2.6% more ownership

Funds ownership: 60.94% → 63.54% (+2.6%)

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
10
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$18.1M
2
NCM
Nelson Capital Management
California
+$7.1M
3
Jane Street
Jane Street
New York
+$1.96M
4
BWA
Beam Wealth Advisors
Louisiana
+$1.83M
5
CPWA
Cerro Pacific Wealth Advisors
California
+$1.43M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$5.27M
2
EFL
ERn Financial LLC
Wisconsin
-$2.79M
3
TYCC
Texas Yale Capital Corp
Florida
-$282K
4
OMC
Old Mission Capital
Illinois
-$251K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$34.2M -$5.27M -105,637 -13%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$18.1M +$18.1M +362,975 New
TIM
3
Tortoise Investment Management
New York
$13.9M +$1.05M +20,954 +8%
EFL
4
ERn Financial LLC
Wisconsin
$7.16M -$2.79M -55,846 -28%
NCM
5
Nelson Capital Management
California
$7.08M +$7.1M +142,317 New
CPWA
6
Cerro Pacific Wealth Advisors
California
$4.26M +$1.43M +28,658 +50%
SPL
7
Smart Portfolios LLC
Washington
$4.19M +$346K +6,932 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.06M +$103K +2,058 +3%
Jane Street
9
Jane Street
New York
$3.01M +$1.96M +39,390 +186%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.89M +$295K +5,906 +11%
BWM
11
BlackDiamond Wealth Management
New York
$1.94M +$1.95M +39,058 New
BWA
12
Beam Wealth Advisors
Louisiana
$1.82M +$1.83M +36,648 New
SC
13
Slow Capital
California
$1.17M – – –
UWM
14
USAdvisors Wealth Management
Minnesota
$1.15M +$86.5K +1,735 +8%
MA
15
Mutual Advisors
Nebraska
$1.13M +$1.13M +22,736 New
CFO
16
Collective Family Office
Pennsylvania
$1M +$458K +9,184 +84%
DADC
17
D.A. Davidson & Co
Montana
$546K +$547K +10,973 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$494K +$495K +9,932 New
Osaic Holdings
19
Osaic Holdings
Arizona
$444K +$136K +2,731 +44%
FWP
20
FAS Wealth Partners
Kansas
$436K +$698 +14 +0.2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$366K +$367K +7,353 New
PTP
22
Platform Technology Partners
New York
$305K +$306K +6,142 New
SWM
23
Spire Wealth Management
Virginia
$304K +$305K +6,106 New
IAP
24
Indie Asset Partners
Indiana
$283K – – –
TWM
25
Tradition Wealth Management
Minnesota
$271K +$272K +5,445 New
1
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JSCP Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2021, worth a combined $110M — up 35% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JSCP positions and 3 closed out — a net gain of 8 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $18.1M. The largest seller was JP Morgan Chase, cutting an estimated $5.27M.

  • 27 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2021, up from 19 in Q3 2021.
  • Funds reported $110M of JPMorgan Short Duration Core Plus ETF stock for Q4 2021, up 35% quarter-over-quarter.
  • 11 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2021 and 3 closed out, a net change of +8 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $18.1M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2021 was JP Morgan Chase, an estimated $5.27M sold.

Based on aggregated 13F filings for Q4 2021.