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JPMorgan Short Duration Core Plus ETF
JSCP

50 hedge funds and large institutions have $222M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

34% more capital invested

Capital invested by funds: $166M → $222M (+$56.6M)

23.38% more ownership

Funds ownership: 57.12% → 80.5% (+23%)

0% more funds holding

Funds holding: 50 → 50 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
22
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$36.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.9M
3
5SA
5th Street Advisors
Connecticut
+$17.8M
4
Jane Street
Jane Street
New York
+$5.68M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.59M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$1.12M
2
NCM
Noesis Capital Mangement
Florida
-$997K
3
WP
WMS Partners
Maryland
-$843K
4
Citadel Advisors
Citadel Advisors
Florida
-$753K
5
MA
Mutual Advisors
Nebraska
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
WMS Partners
Maryland
$39.2M -$843K -18,470 -2%
EWA
2
EP Wealth Advisors
California
$36.8M +$36.4M +797,748 +6,227%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$24.8M +$24.9M +546,257 New
5SA
4
5th Street Advisors
Connecticut
$17.7M +$17.8M +389,987 New
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$15.7M +$2.06M +45,130 +15%
HighTower Advisors
6
HighTower Advisors
Illinois
$13.8M +$1.92M +42,077 +16%
TWM
7
Tradition Wealth Management
Minnesota
$9.7M -$450K -9,869 -4%
Jane Street
8
Jane Street
New York
$8.92M +$5.68M +124,417 +172%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.58M +$249K +5,459 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.93M +$630K +13,810 +12%
TW
11
Transform Wealth
Colorado
$4.81M +$73K +1,600 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.57M +$3.59M +78,723 New
NCM
13
Noesis Capital Mangement
Florida
$3.39M -$997K -21,851 -23%
TFA
14
Tobias Financial Advisors
Florida
$3.33M -$540K -11,840 -14%
UBS Group
15
UBS Group
Switzerland
$2.81M -$4.84K -106 -0.2%
SFG
16
StrategIQ Financial Group
Indiana
$2.66M +$1.23M +26,972 +85%
DADC
17
D.A. Davidson & Co
Montana
$2.02M +$173K +3,795 +9%
NSB
18
Norway Savings Bank
Maine
$1.93M +$248K +5,436 +15%
BWA
19
Beam Wealth Advisors
Louisiana
$1.63M -$156K -3,417 -9%
AFP
20
Ausdal Financial Partners
Iowa
$1.51M +$158K +3,470 +12%
AAS
21
Ameritas Advisory Services
Nebraska
$1.27M +$1.27M +27,896 New
PTP
22
Platform Technology Partners
New York
$1.24M +$52.7K +1,155 +4%
TIM
23
Tortoise Investment Management
New York
$1.17M +$41.1K +900 +4%
LWA
24
Lowe Wealth Advisors
Maryland
$1.12M +$91.3K +2,000 +9%
FAAM
25
First Ascent Asset Management
Colorado
$1.06M -$146K -3,193 -12%
1
2 3

JSCP Hedge Fund Activity: Q3 2023 in Review

50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2023, worth a combined $222M — up 34% from $166M a quarter earlier.

Fund positioning in JSCP was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 22 added to existing stakes and 13 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $36.4M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $1.12M sold.

  • 50 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $222M of JPMorgan Short Duration Core Plus ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 9 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2023 and 9 closed out, a net change of 0 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $36.4M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2023 was Axxcess Wealth Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2023.