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JPMorgan Short Duration Core Plus ETF
JSCP

70 hedge funds and large institutions have $332M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more funds holding

Funds holding: 58 → 70 (+12)

3% less capital invested

Capital invested by funds: $342M → $332M (-$10.2M)

4.57% less ownership

Funds ownership: 74.8% → 70.22% (-4.6%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.84M
2
EWA
EP Wealth Advisors
California
+$3.3M
3
MCM
MAI Capital Management
Ohio
+$2.07M
4
PWM
Perigon Wealth Management
California
+$2M
5
KWM
Kingsview Wealth Management
Oregon
+$1.91M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$26M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.2M
3
Jane Street
Jane Street
New York
-$3.38M
4
5SA
5th Street Advisors
Connecticut
-$2.26M
5
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$56.1M -$16.2M -343,927 -23%
EWA
2
EP Wealth Advisors
California
$54.8M +$3.3M +70,136 +6%
WP
3
WMS Partners
Maryland
$47M +$1.85M +39,350 +4%
5SA
4
5th Street Advisors
Connecticut
$19.7M -$2.26M -48,079 -10%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$15.8M -$1.01M -21,479 -6%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.3M +$1.58M +33,497 +13%
BAG
7
Bridgewealth Advisory Group
California
$12.6M +$1.49M +31,581 +14%
SCP
8
Shorepoint Capital Partners
Massachusetts
$10.3M +$791K +16,812 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$7.29M +$3.84M +81,654 +114%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.64M +$382K +8,120 +6%
WA
11
Waverly Advisors
Alabama
$6.37M +$370K +7,878 +6%
SW
12
SkyOak Wealth
Michigan
$6.22M +$1.21M +25,796 +25%
PTP
13
Platform Technology Partners
New York
$5.96M +$1.47M +31,247 +33%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$5.88M -$26M -553,366 -82%
TW
15
Transform Wealth
Colorado
$5.15M -$47.2K -1,004 -0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.48M +$1.36M +28,857 +44%
MIA
17
Milestone Investment Advisors
Wisconsin
$4.38M -$210K -4,474 -5%
TWM
18
Tradition Wealth Management
Minnesota
$4.23M +$6.54K +139 +0.2%
MCM
19
MAI Capital Management
Ohio
$3.57M +$2.07M +44,070 +142%
NCM
20
Noesis Capital Mangement
Florida
$2.99M -$25.9K -550 -0.9%
DADC
21
D.A. Davidson & Co
Montana
$2.83M +$135K +2,862 +5%
HWMO
22
Heritage Wealth Management (Ohio)
Ohio
$2.57M +$216K +4,599 +9%
UBS Group
23
UBS Group
Switzerland
$2.16M +$28.3K +601 +1%
PWM
24
Perigon Wealth Management
California
$2.02M +$2M +42,435 New
KWM
25
Kingsview Wealth Management
Oregon
$1.93M +$1.91M +40,524 New
1
2 3 4

JSCP Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2024, worth a combined $332M — down 3% from $342M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JSCP positions and 6 closed out — a net gain of 12 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.84M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $26M.

  • 70 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $332M of JPMorgan Short Duration Core Plus ETF stock for Q3 2024, down 3% quarter-over-quarter.
  • 18 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2024 and 6 closed out, a net change of +12 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $3.84M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2024.