We are live on ! Find out more
JSCP icon

JPMorgan Short Duration Core Plus ETF

50 hedge funds and large institutions have $166M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

27% more capital invested

Capital invested by funds: $131M → $166M (+$35.2M)

9% more funds holding

Funds holding: 4650 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.21% less ownership

Funds ownership: 68.33%57.12% (-11%)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WMS Partners
Maryland
$40.4M +$3.34M +72,516 +9%
EWA
2
EP Wealth Advisors
California
$33.2M -$4.66M -101,048 -89%
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$13.8M +$13.9M +301,440 New
HighTower Advisors
4
HighTower Advisors
Illinois
$12M +$352K +7,641 +3%
TWM
5
Tradition Wealth Management
Minnesota
$10.3M -$1.06M -23,083 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.4M +$339K +7,354 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.35M -$846K -18,368 -14%
TW
8
Transform Wealth
Colorado
$4.79M +$45.5K +987 +1%
NCM
9
Noesis Capital Mangement
Florida
$4.43M +$157K +3,405 +4%
TFA
10
Tobias Financial Advisors
Florida
$3.9M -$562K -12,199 -13%
Jane Street
11
Jane Street
New York
$3.3M -$18M -391,150 -84%
UBS Group
12
UBS Group
Switzerland
$2.85M +$2.8M +60,804 +4,599%
DADC
13
D.A. Davidson & Co
Montana
$1.87M +$174K +3,774 +10%
BWA
14
Beam Wealth Advisors
Louisiana
$1.8M +$18K +391 +1%
NSB
15
Norway Savings Bank
Maine
$1.7M +$289K +6,272 +20%
SFG
16
StrategIQ Financial Group
Indiana
$1.45M +$1.46M +31,594 New
AFP
17
Ausdal Financial Partners
Iowa
$1.37M +$1.38M +29,881 New
FAAM
18
First Ascent Asset Management
Colorado
$1.22M +$517K +11,225 +73%
PTP
19
Platform Technology Partners
New York
$1.2M +$133K +2,888 +12%
TIM
20
Tortoise Investment Management
New York
$1.14M -$160K -3,462 -12%
AWM
21
Axxcess Wealth Management
California
$1.12M +$176K +3,820 +19%
FWP
22
FAS Wealth Partners
Kansas
$1.06M +$10.6K +229 +1%
LWA
23
Lowe Wealth Advisors
Maryland
$1.04M +$230K +5,000 +28%
LWM
24
Lodestone Wealth Management
Washington
$986K -$58.4K -1,268 -6%
MIA
25
Milestone Investment Advisors
Wisconsin
$985K +$991K +21,507 New

JSCP Hedge Fund Activity: Q2 2023 in Review

50 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2023, worth a combined $166M — up 27% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JSCP positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Roof Eidam Maycock Peralta (REMP), opening a new position worth an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $18M.

  • 50 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $166M of JPMorgan Short Duration Core Plus ETF stock for Q2 2023, up 27% quarter-over-quarter.
  • 11 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2023 was Roof Eidam Maycock Peralta (REMP), an estimated $13.9M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2023 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2023.