Roberts Wealth Advisors LLC Buys 104,853 Shares of JPMorgan Short Duration Core Plus ETF $JSCP

Roberts Wealth Advisors LLC boosted its stake in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP) by 39.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 371,733 shares of the company’s stock after buying an additional 104,853 shares during the quarter. JPMorgan Short Duration Core Plus ETF accounts for about 4.7% of Roberts Wealth Advisors LLC’s holdings, making the stock its 5th biggest holding. Roberts Wealth Advisors LLC owned approximately 1.95% of JPMorgan Short Duration Core Plus ETF worth $17,698,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. EP Wealth Advisors LLC lifted its holdings in shares of JPMorgan Short Duration Core Plus ETF by 48.7% in the 2nd quarter. EP Wealth Advisors LLC now owns 1,863,913 shares of the company’s stock worth $88,424,000 after acquiring an additional 610,119 shares during the last quarter. Apella Capital LLC acquired a new stake in JPMorgan Short Duration Core Plus ETF in the 3rd quarter valued at approximately $21,448,000. Bridgewealth Advisory Group LLC raised its position in JPMorgan Short Duration Core Plus ETF by 1,425.4% in the second quarter. Bridgewealth Advisory Group LLC now owns 297,180 shares of the company’s stock valued at $14,098,000 after purchasing an additional 277,698 shares during the period. Shorepoint Capital Partners LLC acquired a new position in JPMorgan Short Duration Core Plus ETF during the third quarter worth $10,618,000. Finally, CWM LLC boosted its position in shares of JPMorgan Short Duration Core Plus ETF by 23.0% during the third quarter. CWM LLC now owns 844,131 shares of the company’s stock worth $40,189,000 after buying an additional 157,700 shares during the period.

JPMorgan Short Duration Core Plus ETF Trading Down 0.4%

JSCP stock opened at $47.56 on Thursday. The business’s fifty day moving average price is $47.59 and its 200 day moving average price is $47.47. JPMorgan Short Duration Core Plus ETF has a 12-month low of $46.35 and a 12-month high of $47.80. The company has a market capitalization of $944.07 million, a PE ratio of 8.12 and a beta of 0.13.

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.