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JPMorgan Short Duration Core Plus ETF

37 hedge funds and large institutions have $146M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.69% less ownership

Funds ownership: 77.28%73.58% (-3.7%)

11% less capital invested

Capital invested by funds: $164M → $146M (-$18M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$52.1M +$4.84M +104,312 +10%
EWA
2
EP Wealth Advisors
California
$18.9M -$7.01M -151,028 -27%
Jane Street
3
Jane Street
New York
$13.6M +$9.63M +207,572 +224%
TWM
4
Tradition Wealth Management
Minnesota
$13.3M +$83K +1,790 +0.6%
TFA
5
Tobias Financial Advisors
Florida
$8.05M -$1.12M -24,045 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.45M -$1.81M -38,991 -22%
TW
7
Transform Wealth
Colorado
$6.08M -$2.69M -57,961 -30%
NCM
8
Noesis Capital Mangement
Florida
$4.06M +$116K +2,505 +3%
CPWA
9
Cerro Pacific Wealth Advisors
California
$3.14M -$675K -14,549 -17%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.49M +$2.54M +54,861 New
TIM
11
Tortoise Investment Management
New York
$1.88M -$1.29M -27,839 -40%
BWA
12
Beam Wealth Advisors
Louisiana
$1.73M +$11.2K +242 +0.6%
DADC
13
D.A. Davidson & Co
Montana
$1.37M +$71.4K +1,540 +5%
AAS
14
Ameritas Advisory Services
Nebraska
$1.32M -$3.57K -77 -0.3%
PTP
15
Platform Technology Partners
New York
$1.12M +$384K +8,278 +51%
FWP
16
FAS Wealth Partners
Kansas
$1.02M +$819K +17,660 +369%
NSB
17
Norway Savings Bank
Maine
$842K +$861K +18,560 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$811K -$43.1K -929 -5%
SC
19
Slow Capital
California
$766K
HighTower Advisors
20
HighTower Advisors
Illinois
$758K -$51.5K -1,111 -6%
MA
21
Mutual Advisors
Nebraska
$705K +$7.7K +166 +1%
NCM
22
Nelson Capital Management
California
$675K -$2.34M -50,517 -77%
TYCC
23
Texas Yale Capital Corp
Florida
$634K
CFO
24
Collective Family Office
Pennsylvania
$585K -$347K -7,482 -37%
UWM
25
USAdvisors Wealth Management
Minnesota
$531K +$1.21K +26 +0.2%

JSCP Hedge Fund Activity: Q3 2022 in Review

37 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2022, worth a combined $146M — down 11% from $164M a quarter earlier.

Fund positioning in JSCP was balanced in Q3 2022: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $9.63M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $16.8M sold.

  • 37 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $146M of JPMorgan Short Duration Core Plus ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 5 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2022 and 5 closed out, a net change of 0 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2022 was Jane Street, an estimated $9.63M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2022 was Hennion & Walsh Asset Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.