JPMorgan Short Duration Core Plus ETF $JSCP is Roberts Wealth Advisors LLC’s 5th Largest Position

Roberts Wealth Advisors LLC increased its stake in JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP) by 103.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 266,880 shares of the company’s stock after purchasing an additional 135,923 shares during the quarter. JPMorgan Short Duration Core Plus ETF makes up approximately 3.6% of Roberts Wealth Advisors LLC’s portfolio, making the stock its 5th biggest holding. Roberts Wealth Advisors LLC owned 1.95% of JPMorgan Short Duration Core Plus ETF worth $12,661,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. HB Wealth Management LLC purchased a new stake in JPMorgan Short Duration Core Plus ETF in the first quarter worth $52,873,000. CWM LLC grew its stake in shares of JPMorgan Short Duration Core Plus ETF by 306.7% during the 1st quarter. CWM LLC now owns 706,243 shares of the company’s stock worth $33,342,000 after acquiring an additional 532,598 shares during the period. Wealth Enhancement Advisory Services LLC increased its holdings in JPMorgan Short Duration Core Plus ETF by 6.5% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 1,917,581 shares of the company’s stock worth $90,529,000 after acquiring an additional 116,400 shares during the last quarter. Jane Street Group LLC purchased a new stake in JPMorgan Short Duration Core Plus ETF in the 1st quarter worth about $3,192,000. Finally, 21 West Wealth Management LLC bought a new stake in JPMorgan Short Duration Core Plus ETF in the 2nd quarter valued at about $2,906,000.

JPMorgan Short Duration Core Plus ETF Stock Down 0.1%

NYSEARCA JSCP opened at $47.46 on Tuesday. The company has a market cap of $885.60 million, a PE ratio of 8.12 and a beta of 0.13. JPMorgan Short Duration Core Plus ETF has a 52 week low of $46.35 and a 52 week high of $47.79. The firm’s 50-day simple moving average is $47.51 and its two-hundred day simple moving average is $47.21.

About JPMorgan Short Duration Core Plus ETF

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.