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JPMorgan Short Duration Core Plus ETF

90 hedge funds and large institutions have $502M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$82.8M
HWM
2
HB Wealth Management
Georgia
$42.8M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$40.2M
Osaic Holdings
4
Osaic Holdings
Arizona
$22.7M
AC
5
Apella Capital
Connecticut
$21.4M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$18.7M
RWA
7
Roberts Wealth Advisors
California
$17.7M
5SA
8
5th Street Advisors
Connecticut
$17.6M
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$15.5M
BAG
10
Bridgewealth Advisory Group
California
$14.5M
IWC
11
Integrated Wealth Concepts
Massachusetts
$13M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$12.9M
HighTower Advisors
13
HighTower Advisors
Illinois
$12.8M
SFM
14
Signet Financial Management
New Jersey
$11.6M
SW
15
SkyOak Wealth
Michigan
$11.6M
SCP
16
Shorepoint Capital Partners
Massachusetts
$10.6M
Goldman Sachs
17
Goldman Sachs
New York
$10.5M
TCM
18
TD Capital Management
Tennessee
$10.3M
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$9.96M
VWA
20
Visionary Wealth Advisors
Illinois
$7.57M
WA
21
Waverly Advisors
Alabama
$6.75M
MSFS
22
Main Street Financial Solutions
Pennsylvania
$5.78M
PWM
23
Perigon Wealth Management
California
$5.43M
MIA
24
Milestone Investment Advisors
Wisconsin
$4.54M
BAM
25
Bellevue Asset Management
Washington
$4.45M