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JPMorgan Short Duration Core Plus ETF
JSCP

58 hedge funds and large institutions have $342M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $305M → $342M (+$37.4M)

9% more funds holding

Funds holding: 53 → 58 (+5)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.16% less ownership

Funds ownership: 74.96% → 74.8% (-0.16%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
30
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.3M
2
EWA
EP Wealth Advisors
California
+$6.17M
3
Jane Street
Jane Street
New York
+$3.13M
4
BAG
Bridgewealth Advisory Group
California
+$2.98M
5
WP
WMS Partners
Maryland
+$2.85M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.66M
2
TWM
Tradition Wealth Management
Minnesota
-$8.22M
3
NSB
Norway Savings Bank
Maine
-$3.16M
4
Citadel Advisors
Citadel Advisors
Florida
-$695K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$639K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$70.7M +$48.3K +1,045 +0.1%
EWA
2
EP Wealth Advisors
California
$50.2M +$6.17M +133,570 +14%
WP
3
WMS Partners
Maryland
$44.1M +$2.85M +61,777 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.4M +$31.3M +677,088 New
5SA
5
5th Street Advisors
Connecticut
$21.5M +$574K +12,425 +3%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$16.4M +$186K +4,029 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.4M -$509K -11,014 -4%
BAG
8
Bridgewealth Advisory Group
California
$10.9M +$2.98M +64,443 +38%
SCP
9
Shorepoint Capital Partners
Massachusetts
$9.28M +$310K +6,711 +3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.1M +$1.34M +28,965 +28%
WA
11
Waverly Advisors
Alabama
$5.85M +$1.17M +25,395 +25%
TW
12
Transform Wealth
Colorado
$5.07M +$81K +1,754 +2%
SW
13
SkyOak Wealth
Michigan
$4.87M +$1.02M +22,022 +27%
MIA
14
Milestone Investment Advisors
Wisconsin
$4.49M +$1.37M +29,667 +44%
PTP
15
Platform Technology Partners
New York
$4.37M +$4.35M +94,223 New
TWM
16
Tradition Wealth Management
Minnesota
$4.12M -$8.22M -177,879 -67%
Jane Street
17
Jane Street
New York
$3.97M +$3.13M +67,761 +383%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3.32M +$764K +16,548 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.03M -$8.66M -187,558 -74%
NCM
20
Noesis Capital Mangement
Florida
$2.95M -$402K -8,709 -12%
DADC
21
D.A. Davidson & Co
Montana
$2.63M +$58.6K +1,269 +2%
HWMO
22
Heritage Wealth Management (Ohio)
Ohio
$2.3M +$2.29M +49,510 New
UBS Group
23
UBS Group
Switzerland
$2.08M +$706K +15,285 +52%
GM
24
GeoWealth Management
Illinois
$1.64M -$48.9K -1,059 -3%
MCM
25
MAI Capital Management
Ohio
$1.44M +$396K +8,572 +38%
1
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JSCP Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2024, worth a combined $342M — up 12% from $305M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 4 closed out — a net gain of 6 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $31.3M. The largest seller was Osaic Holdings, cutting an estimated $8.66M.

  • 58 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2024, up from 53 in Q1 2024.
  • Funds reported $342M of JPMorgan Short Duration Core Plus ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $31.3M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2024 was Osaic Holdings, an estimated $8.66M sold.

Based on aggregated 13F filings for Q2 2024.