SkyOak Wealth LLC Raises Holdings in JPMorgan Short Duration Core Plus ETF $JSCP

SkyOak Wealth LLC raised its stake in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP) by 7.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 313,090 shares of the company’s stock after purchasing an additional 21,644 shares during the period. JPMorgan Short Duration Core Plus ETF accounts for about 2.4% of SkyOak Wealth LLC’s portfolio, making the stock its 10th biggest position. SkyOak Wealth LLC owned about 0.86% of JPMorgan Short Duration Core Plus ETF worth $14,761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. TD Capital Management LLC boosted its holdings in shares of JPMorgan Short Duration Core Plus ETF by 29.2% in the 4th quarter. TD Capital Management LLC now owns 280,323 shares of the company’s stock worth $13,331,000 after purchasing an additional 63,310 shares during the period. Thrivent Financial for Lutherans purchased a new stake in JPMorgan Short Duration Core Plus ETF during the 4th quarter valued at $8,067,000. Main Street Financial Solutions LLC lifted its position in JPMorgan Short Duration Core Plus ETF by 18.9% in the fourth quarter. Main Street Financial Solutions LLC now owns 144,378 shares of the company’s stock worth $6,866,000 after buying an additional 22,917 shares during the last quarter. HighTower Advisors LLC lifted its position in JPMorgan Short Duration Core Plus ETF by 17.8% in the fourth quarter. HighTower Advisors LLC now owns 317,388 shares of the company’s stock worth $15,094,000 after buying an additional 48,038 shares during the last quarter. Finally, Allworth Financial LP purchased a new position in JPMorgan Short Duration Core Plus ETF during the fourth quarter worth $11,092,000.

JPMorgan Short Duration Core Plus ETF Stock Down 0.5%

JSCP stock opened at $46.62 on Wednesday. JPMorgan Short Duration Core Plus ETF has a twelve month low of $46.60 and a twelve month high of $47.87. The stock has a market capitalization of $1.70 billion, a price-to-earnings ratio of 8.12 and a beta of 0.12. The firm’s fifty day simple moving average is $46.93 and its two-hundred day simple moving average is $47.15.

JPMorgan Short Duration Core Plus ETF Profile

The JPMorgan Short Duration Core Plus ETF (JSCP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that invests in a portfolio of global fixed income securities of varying credit quality, and aims for a duration of three years or less. JSCP was launched on Mar 1, 2021 and is managed by JPMorgan Chase.