SkyOak Wealth LLC grew its holdings in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 7.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 291,446 shares of the company’s stock after purchasing an additional 20,261 shares during the period. JPMorgan Short Duration Core Plus ETF comprises about 2.5% of SkyOak Wealth LLC’s portfolio, making the stock its 10th biggest position. SkyOak Wealth LLC owned about 0.97% of JPMorgan Short Duration Core Plus ETF worth $13,785,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JSCP. Beam Wealth Advisors Inc. raised its stake in shares of JPMorgan Short Duration Core Plus ETF by 0.8% in the first quarter. Beam Wealth Advisors Inc. now owns 29,275 shares of the company’s stock valued at $1,385,000 after acquiring an additional 219 shares in the last quarter. Barnes Wealth Management Group Inc boosted its stake in shares of JPMorgan Short Duration Core Plus ETF by 4.5% in the 4th quarter. Barnes Wealth Management Group Inc now owns 5,414 shares of the company’s stock valued at $257,000 after buying an additional 232 shares during the period. Milestone Investment Advisors LLC increased its stake in shares of JPMorgan Short Duration Core Plus ETF by 0.3% during the fourth quarter. Milestone Investment Advisors LLC now owns 95,716 shares of the company’s stock worth $4,552,000 after buying an additional 271 shares during the period. Interchange Capital Partners LLC raised its holdings in JPMorgan Short Duration Core Plus ETF by 2.3% in the fourth quarter. Interchange Capital Partners LLC now owns 16,331 shares of the company’s stock valued at $777,000 after acquiring an additional 371 shares in the last quarter. Finally, Colonial Trust Advisors lifted its stake in JPMorgan Short Duration Core Plus ETF by 164.2% in the fourth quarter. Colonial Trust Advisors now owns 708 shares of the company’s stock worth $34,000 after acquiring an additional 440 shares during the last quarter.
JPMorgan Short Duration Core Plus ETF Trading Up 0.1%
Shares of JSCP opened at $46.92 on Friday. The firm’s fifty day simple moving average is $47.04 and its 200-day simple moving average is $47.34. The firm has a market capitalization of $1.61 billion, a price-to-earnings ratio of 8.12 and a beta of 0.12. JPMorgan Short Duration Core Plus ETF has a twelve month low of $46.86 and a twelve month high of $47.87.
JPMorgan Short Duration Core Plus ETF Company 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.
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