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JPMorgan Short Duration Core Plus ETF

46 hedge funds and large institutions have $131M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 4946 (-3)

9.72% less ownership

Funds ownership: 78.06%68.33% (-9.7%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

27% less capital invested

Capital invested by funds: $178M → $131M (-$47.4M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
15
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WMS Partners
Maryland
$37.5M +$9.27M +201,132 +33%
Jane Street
2
Jane Street
New York
$21.4M +$21.4M +463,296 New
HighTower Advisors
3
HighTower Advisors
Illinois
$11.7M -$1.36M -29,507 -10%
TWM
4
Tradition Wealth Management
Minnesota
$11.4M +$172K +3,737 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.26M +$5.04M +109,222 +418%
EWA
6
EP Wealth Advisors
California
$5.73M -$17.6M -381,734 -77%
TW
7
Transform Wealth
Colorado
$4.79M -$1.21M -26,291 -20%
TFA
8
Tobias Financial Advisors
Florida
$4.51M -$1.08M -23,339 -19%
NCM
9
Noesis Capital Mangement
Florida
$4.32M +$270K +5,845 +7%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.47M +$2.46M +53,392 New
BWA
11
Beam Wealth Advisors
Louisiana
$1.8M +$17.6K +381 +1%
DADC
12
D.A. Davidson & Co
Montana
$1.71M +$196K +4,243 +13%
NSB
13
Norway Savings Bank
Maine
$1.43M +$188K +4,085 +15%
AAS
14
Ameritas Advisory Services
Nebraska
$1.33M -$1.61K -35 -0.1%
TIM
15
Tortoise Investment Management
New York
$1.32M -$265K -5,750 -17%
PTP
16
Platform Technology Partners
New York
$1.08M -$16.9K -367 -2%
FWP
17
FAS Wealth Partners
Kansas
$1.06M +$10.3K +224 +1%
LWM
18
Lodestone Wealth Management
Washington
$1.06M -$180K -3,906 -15%
AWM
19
Axxcess Wealth Management
California
$953K +$55.8K +1,211 +6%
LWA
20
Lowe Wealth Advisors
Maryland
$819K +$128K +2,770 +19%
LPAM
21
Lodestar Private Asset Management
California
$770K -$1.29M -27,936 -63%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$756K -$72.7K -1,576 -9%
FAAM
23
First Ascent Asset Management
Colorado
$710K +$234K +5,085 +50%
MWM
24
Madison Wealth Management
Ohio
$615K +$166K +3,602 +37%
MA
25
Mutual Advisors
Nebraska
$550K -$162K -3,507 -23%

JSCP Hedge Fund Activity: Q1 2023 in Review

46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2023, worth a combined $131M — down 27% from $178M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JSCP and 6 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, opening a new position worth an estimated $21.4M. The largest seller was Legacy Wealth Management (Tennessee), exiting entirely with an estimated $46.8M sold.

  • 46 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $131M of JPMorgan Short Duration Core Plus ETF stock for Q1 2023, down 27% quarter-over-quarter.
  • 6 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2023 and 9 closed out, a net change of -3 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2023 was Jane Street, an estimated $21.4M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2023 was Legacy Wealth Management (Tennessee), an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2023.