JPMorgan Short Duration Core Plus ETF·Financial Services

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.

Apella Capital LLC lifted its stake in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP) by 2.9% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 462,858 shares of the company's stock after buying an additional 13,019 shares during the
Under normal conditions, at least 70% of the fund's net assets must be invested in securities that, at the time of purchase, are rated investment grade by a nationally recognized statistical rating organization (NRSRO) or in securities that are unrated but are deemed by the adviser to be of comparable quality. The fund will not invest more than 30% of its net assets in below investment grade securities (or the unrated equivalent) under normal conditions. Up to 25% of the fund's net assets may be invested in foreign securities including sovereign and agency debt.
Financial Services
Asset Management - Leveraged
2021-03-02
0.42
Market Peers





