Summary
JSCP Chart
It's a Good Time to Consider Short Duration Bond ETFs
Ten-year Treasury yields closed at 4.57% on May 21 and have roughly tripled over the past five years. Making matters worse for investors evaluating longer-dated bonds and the related ETFs, is that the Iran war has sent energy prices soaring, along with inflation.
JPMorgan Short Duration Core Plus ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 SkyOak Wealth SkyOak Wealth LLC | 291,446 | $13.68M | $13.69M | $16,433.85 | 0.12% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 312,314 | $14.81M | $14.67M | -$135,042.38 | -0.91% |
| TCL Therese C.D. Linden Bank of New Hampshire | 500 | $23,650 | $23,492.5 | -$157.5 | -0.67% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 587,373 | $27.86M | $27.6M | -$257,372.2 | -0.92% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,925 | $989,752.5 | $983,579.62 | -$6,172.88 | -0.62% |
JPMorgan Short Duration Core Plus ETF (JSCP) FAQ
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Does it pay dividends? What is the current yield?
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Has JPMorgan Short Duration Core Plus ETF ever had a stock split?
JPMorgan Short Duration Core Plus ETF Profile
| ARCA Exchange | US Country |
Overview
This company appears to operate within the financial services sector, with a specific focus on investment management. The description indicates that the company manages a fund that adheres to several key investment strategies and principles. The fund prioritizes investments in securities that are considered investment grade by nationally recognized statistical rating organizations (NRSROs) or are deemed by the fund's adviser to be of comparable quality. Additionally, the fund maintains certain restrictions on its investment allocations, including limits on investing in below investment grade securities and foreign securities, which include both sovereign and agency debt. These investment principles suggest a conservative risk management approach, aiming to balance growth with capital preservation.
Products and Services
The company offers a variety of investment products and services, catering to the needs of conservative investors looking for stable returns and risk management. Below are the primary offerings:
- Investment Grade Securities
The bulk of the fund's net assets are invested in securities that are rated as investment grade by a NRSRO or are considered by the adviser to be of similar quality. Investment grade securities are known for their lower risk of default, making them an attractive option for conservative investors seeking steady income or preservation of capital.
- Below Investment Grade Securities
Under normal conditions, the fund strategically allocates up to 30% of its net assets in below investment grade securities (or the unrated equivalent), adding a controlled level of risk with the potential for higher returns. This portion of the portfolio targets investors who are willing to tolerate a moderate degree of risk for the chance of increased gains.
- Foreign Securities
Up to 25% of the fund's net assets may be invested in foreign securities, including debts issued by foreign governments and agencies. This diversification allows investors access to international markets, potentially enhancing returns and spreading risk across a broader geographic area. Investments in foreign securities cater to those seeking exposure to global markets and the unique opportunities they present.
