JPMorgan Short Duration Core Plus ETF
JSCP
49 hedge funds and large institutions have $178M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more funds holding
Funds holding: 37 → 49 (+12)
22% more capital invested
Capital invested by funds: $146M → $178M (+$31.9M)
4.47% more ownership
Funds ownership: 73.58% → 78.06% (+4.5%)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WMS Partners
Towson,
Maryland
|
+$27.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$12.1M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.53M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$881K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.6M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$5.67M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$2.59M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.49M |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$2.28M |
JSCP Hedge Fund Activity: Q4 2022 in Review
49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2022, worth a combined $178M — up 22% from $146M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JSCP positions and 5 closed out — a net gain of 12 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was WMS Partners, opening a new position worth an estimated $27.7M. The largest seller was Jane Street, exiting entirely with an estimated $13.6M sold.
- 49 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2022, up from 37 in Q3 2022.
- Funds reported $178M of JPMorgan Short Duration Core Plus ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 17 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2022 and 5 closed out, a net change of +12 holders.
- The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2022 was WMS Partners, an estimated $27.7M added.
- The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2022 was Jane Street, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2022.