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JPMorgan Short Duration Core Plus ETF
JSCP

53 hedge funds and large institutions have $305M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more capital invested

Capital invested by funds: $249M → $305M (+$55.9M)

0% more funds holding

Funds holding: 53 → 53 (0)

3.7% less ownership

Funds ownership: 78.66% → 74.96% (-3.7%)

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
26
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$70.7M
2
SCP
Shorepoint Capital Partners
Massachusetts
+$8.97M
3
WA
Waverly Advisors
Alabama
+$4.67M
4
BAG
Bridgewealth Advisory Group
California
+$3.88M
5
CJFS
Coulter & Justus Financial Services
Tennessee
+$3.35M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$26.5M
2
Jane Street
Jane Street
New York
-$7.03M
3
Stifel Financial
Stifel Financial
Missouri
-$4.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.95M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$70.9M +$70.7M +1,523,235 +711,792%
EWA
2
EP Wealth Advisors
California
$44.2M +$3.25M +69,998 +8%
WP
3
WMS Partners
Maryland
$41.3M -$4.83K -104 -0%
5SA
4
5th Street Advisors
Connecticut
$21M +$3.31M +71,364 +19%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$16.2M -$232 -5 -0%
HighTower Advisors
6
HighTower Advisors
Illinois
$12.9M -$1.9M -40,986 -13%
TWM
7
Tradition Wealth Management
Minnesota
$12.4M +$643K +13,868 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.8M +$2.16M +46,524 +23%
SCP
9
Shorepoint Capital Partners
Massachusetts
$9M +$8.97M +193,353 New
BAG
10
Bridgewealth Advisory Group
California
$7.88M +$3.88M +83,623 +97%
TW
11
Transform Wealth
Colorado
$5.01M +$82.6K +1,781 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$4.77M +$431K +9,295 +10%
WA
13
Waverly Advisors
Alabama
$4.69M +$4.67M +100,748 New
SW
14
SkyOak Wealth
Michigan
$3.86M +$2.51M +54,155 +187%
NCM
15
Noesis Capital Mangement
Florida
$3.36M -$46.4K -1,000 -1%
CJFS
16
Coulter & Justus Financial Services
Tennessee
$3.36M +$3.35M +72,250 New
NSB
17
Norway Savings Bank
Maine
$3.16M +$721K +15,536 +30%
MIA
18
Milestone Investment Advisors
Wisconsin
$3.12M +$1.71M +36,891 +122%
DADC
19
D.A. Davidson & Co
Montana
$2.58M +$526K +11,337 +26%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.56M +$1.9M +40,930 +289%
GM
21
GeoWealth Management
Illinois
$1.7M +$1.69M +36,432 New
BWA
22
Beam Wealth Advisors
Louisiana
$1.4M +$15.2K +327 +1%
UBS Group
23
UBS Group
Switzerland
$1.37M +$242K +5,222 +22%
AFP
24
Ausdal Financial Partners
Iowa
$1.26M +$74K +1,594 +6%
Stifel Financial
25
Stifel Financial
Missouri
$1.24M -$4.51M -97,257 -79%
1
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JSCP Hedge Fund Activity: Q1 2024 in Review

53 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2024, worth a combined $305M — up 22% from $249M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JSCP positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $70.7M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $26.5M sold.

  • 53 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $305M of JPMorgan Short Duration Core Plus ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 9 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $70.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2024.