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JPMorgan Short Duration Core Plus ETF
JSCP

37 hedge funds and large institutions have $164M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $152M → $164M (+$11.9M)

6% more funds holding

Funds holding: 35 → 37 (+2)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

3.27% less ownership

Funds ownership: 80.54% → 77.28% (-3.3%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$49.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.52M
3
TFA
Tobias Financial Advisors
Florida
+$8.11M
4
NCM
Noesis Capital Mangement
Florida
+$4.09M
5
Jane Street
Jane Street
New York
+$2.25M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$21.8M
2
NCM
Nelson Capital Management
California
-$16.8M
3
TIM
Tortoise Investment Management
New York
-$8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.69M
5
HighTower Advisors
HighTower Advisors
Illinois
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$48.5M +$49.1M +1,044,733 New
EWA
2
EP Wealth Advisors
California
$26.4M +$2.22M +47,188 +9%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$16.8M -$593K -12,624 -3%
TWM
4
Tradition Wealth Management
Minnesota
$13.5M +$1.92M +40,865 +16%
TFA
5
Tobias Financial Advisors
Florida
$9.37M +$8.11M +172,471 +589%
TW
6
Transform Wealth
Colorado
$8.92M +$721K +15,337 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.42M +$8.52M +181,229 New
Jane Street
8
Jane Street
New York
$4.3M +$2.25M +47,795 +107%
NCM
9
Noesis Capital Mangement
Florida
$4.04M +$4.09M +87,006 New
CPWA
10
Cerro Pacific Wealth Advisors
California
$3.89M -$321K -6,833 -8%
TIM
11
Tortoise Investment Management
New York
$3.22M -$8M -170,151 -71%
NCM
12
Nelson Capital Management
California
$3.04M -$16.8M -356,880 -85%
BWA
13
Beam Wealth Advisors
Louisiana
$1.76M +$8.88K +189 +0.5%
AAS
14
Ameritas Advisory Services
Nebraska
$1.35M +$1.37M +29,112 New
DADC
15
D.A. Davidson & Co
Montana
$1.33M +$73K +1,553 +6%
CFO
16
Collective Family Office
Pennsylvania
$947K -$312K -6,636 -25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$875K -$4.69M -99,867 -84%
HighTower Advisors
18
HighTower Advisors
Illinois
$823K -$4.37M -92,901 -84%
SC
19
Slow Capital
California
$785K -$211K -4,488 -21%
PTP
20
Platform Technology Partners
New York
$761K +$13.4K +285 +2%
MA
21
Mutual Advisors
Nebraska
$715K -$208K -4,423 -22%
TYCC
22
Texas Yale Capital Corp
Florida
$650K -$245K -5,218 -27%
UWM
23
USAdvisors Wealth Management
Minnesota
$543K -$297K -6,317 -35%
Osaic Holdings
24
Osaic Holdings
Arizona
$416K +$799 +17 +0.2%
SIG
25
Sargent Investment Group
Maryland
$410K +$126K +2,675 +43%
1
2

JSCP Hedge Fund Activity: Q2 2022 in Review

37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2022, worth a combined $164M — up 7.8% from $152M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 8 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Legacy Wealth Management (Tennessee), opening a new position worth an estimated $49.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $21.8M sold.

  • 37 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $164M of JPMorgan Short Duration Core Plus ETF stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2022 and 8 closed out, a net change of +2 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2022 was Legacy Wealth Management (Tennessee), an estimated $49.1M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2022 was JP Morgan Chase, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.