JPMorgan Short Duration Core Plus ETF $JSCP is SkyOak Wealth LLC’s 10th Largest Position

SkyOak Wealth LLC lifted its holdings in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP) by 7.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 291,446 shares of the company’s stock after buying an additional 20,261 shares during the quarter. JPMorgan Short Duration Core Plus ETF makes up approximately 2.5% of SkyOak Wealth LLC’s investment portfolio, making the stock its 10th largest position. SkyOak Wealth LLC’s holdings in JPMorgan Short Duration Core Plus ETF were worth $13,785,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Colonial Trust Advisors increased its holdings in shares of 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 valued at $34,000 after purchasing an additional 440 shares during the period. Royal Bank of Canada acquired a new position in JPMorgan Short Duration Core Plus ETF in the 4th quarter valued at $55,000. Northwestern Mutual Wealth Management Co. purchased a new position in JPMorgan Short Duration Core Plus ETF during the 2nd quarter worth $77,000. Flagship Capital Management Inc. acquired a new stake in shares of JPMorgan Short Duration Core Plus ETF in the 4th quarter worth $206,000. Finally, Barnes Wealth Management Group Inc boosted its holdings in shares of JPMorgan Short Duration Core Plus ETF by 10.4% in the third quarter. Barnes Wealth Management Group Inc now owns 5,182 shares of the company’s stock valued at $247,000 after acquiring an additional 488 shares in the last quarter.

JPMorgan Short Duration Core Plus ETF Stock Up 0.1%

Shares of NYSEARCA:JSCP opened at $46.92 on Friday. JPMorgan Short Duration Core Plus ETF has a 52 week low of $46.86 and a 52 week high of $47.87. The company has a 50-day moving average price of $47.04 and a 200 day moving average price of $47.34. The company has a market cap of $1.61 billion, a P/E ratio of 8.12 and a beta of 0.12.

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.