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JPMorgan Short Duration Core Plus ETF

90 hedge funds and large institutions have $487M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 9 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

Top Buyers

1 +$28.9M
2 +$17.8M
3 +$13.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.91M
5
Jane Street
Jane Street
New York
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$88.4M
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$66.4M
HWM
3
HB Wealth Management
Georgia
$52.7M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$32.6M
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$17.8M
5SA
6
5th Street Advisors
Connecticut
$17.8M
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$14.6M
BAG
8
Bridgewealth Advisory Group
California
$14.1M
RWA
9
Roberts Wealth Advisors
California
$12.7M
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$12.2M
SW
12
SkyOak Wealth
Michigan
$10.8M
Jane Street
13
Jane Street
New York
$10.3M
VWA
14
Visionary Wealth Advisors
Illinois
$8.91M
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$7.91M
WA
16
Waverly Advisors
Alabama
$6.72M
TCM
17
TD Capital Management
Tennessee
$6.5M
Goldman Sachs
18
Goldman Sachs
New York
$5.88M
PWM
19
Perigon Wealth Management
California
$5.65M
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$5.29M
Osaic Holdings
21
Osaic Holdings
Arizona
$4.51M
MIA
22
Milestone Investment Advisors
Wisconsin
$4.34M
BAM
23
Bellevue Asset Management
Washington
$4.03M
TWM
24
Tradition Wealth Management
Minnesota
$3.24M
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.07M