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JPMorgan Short Duration Core Plus ETF
JSCP

77 hedge funds and large institutions have $428M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

29% more capital invested

Capital invested by funds: $332M → $428M (+$96.1M)

10% more funds holding

Funds holding: 70 → 77 (+7)

5.96% more ownership

Funds ownership: 70.22% → 76.18% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
38
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$78.7M
2
EWA
EP Wealth Advisors
California
+$3.6M
3
TCM
TD Capital Management
Tennessee
+$3.26M
4
WP
WMS Partners
Maryland
+$3.24M
5
SW
SkyOak Wealth
Michigan
+$2.99M

Top Sellers

1
PTP
Platform Technology Partners
New York
-$5.96M
2
Stifel Financial
Stifel Financial
Missouri
-$1.28M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$1.08M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$892K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$84M +$78.7M +1,677,459 +1,356%
EWA
2
EP Wealth Advisors
California
$57.3M +$3.6M +76,862 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$56.8M +$1.73M +36,910 +3%
WP
4
WMS Partners
Maryland
$49.3M +$3.24M +69,022 +7%
5SA
5
5th Street Advisors
Connecticut
$19.9M +$477K +10,164 +2%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$14.4M -$1.08M -23,140 -7%
BAG
7
Bridgewealth Advisory Group
California
$13.9M +$1.53M +32,569 +12%
HighTower Advisors
8
HighTower Advisors
Illinois
$13.4M -$572K -12,195 -4%
SCP
9
Shorepoint Capital Partners
Massachusetts
$10.2M +$125K +2,674 +1%
SW
10
SkyOak Wealth
Michigan
$9.07M +$2.99M +63,692 +49%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$8.1M +$954K +20,348 +13%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.91M +$401K +8,560 +6%
WA
13
Waverly Advisors
Alabama
$6.53M +$282K +6,009 +4%
TW
14
Transform Wealth
Colorado
$5.52M +$449K +9,574 +9%
MIA
15
Milestone Investment Advisors
Wisconsin
$4.66M +$359K +7,650 +8%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.52M +$128K +2,740 +3%
PWM
17
Perigon Wealth Management
California
$4.14M +$2.17M +46,273 +109%
TWM
18
Tradition Wealth Management
Minnesota
$4.01M -$147K -3,133 -4%
TCM
19
TD Capital Management
Tennessee
$3.69M +$3.26M +69,492 +717%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$3.16M +$2.95M +62,964 +1,336%
NCM
21
Noesis Capital Mangement
Florida
$3.05M +$116K +2,480 +4%
MCM
22
MAI Capital Management
Ohio
$2.96M -$540K -11,527 -15%
LPL Financial
23
LPL Financial
California
$2.76M +$2.78M +59,202 New
UBS Group
24
UBS Group
Switzerland
$2.73M +$617K +13,153 +29%
DADC
25
D.A. Davidson & Co
Montana
$2.69M -$84K -1,792 -3%
1
2 3 4

JSCP Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q4 2024, worth a combined $428M — up 29% from $332M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JSCP positions and 6 closed out — a net gain of 8 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $78.7M. The largest seller was Platform Technology Partners, exiting entirely with an estimated $5.96M sold.

  • 77 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q4 2024, up from 70 in Q3 2024.
  • Funds reported $428M of JPMorgan Short Duration Core Plus ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 14 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $78.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q4 2024 was Platform Technology Partners, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2024.