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JPMorgan Short Duration Core Plus ETF

123 hedge funds and large institutions have $759M invested in JPMorgan Short Duration Core Plus ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more capital invested

Capital invested by funds: $649M → $759M (+$110M)

15% more funds holding

Funds holding: 107123 (+16)

1.97% less ownership

Funds ownership: 56.82%54.85% (-2%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
56
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$5.89M +$200K +4,214 +4%
BAWC
27
Boyce & Associates Wealth Consulting
Texas
$5.65M +$5.67M +119,361 New
MCM
28
MAI Capital Management
Ohio
$5.49M +$1.34M +28,155 +32%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.32M +$968K +20,355 +22%
CSP
30
Cary Street Partners
Virginia
$5.19M +$2.62M +55,142 +101%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$5.1M +$1.97M +41,343 +62%
LEA
32
Legacy Edge Advisors
New York
$4.83M +$620K +13,043 +15%
NCM
33
Noesis Capital Mangement
Florida
$4.65M -$61.5K -1,293 -1%
BAM
34
Bellevue Asset Management
Washington
$4.46M +$58.8K +1,236 +1%
MIA
35
Milestone Investment Advisors
Wisconsin
$4.28M -$251K -5,273 -6%
2WWM
36
21 West Wealth Management
California
$4.03M +$800K +16,820 +25%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.54M -$57.8K -1,216 -2%
NIWA
38
New Insight Wealth Advisors
California
$3.53M +$2.44M +51,313 +220%
HIM
39
Harbour Investment Management
Washington
$3.35M +$2.47M +52,065 +277%
CWWM
40
Curry Webb Wealth Management
Indiana
$2.91M -$227K -4,770 -7%
TWM
41
Tradition Wealth Management
Minnesota
$2.66M -$155K -3,264 -5%
PA
42
Promethium Advisors
Maryland
$2.51M +$126K +2,650 +5%
WANY
43
Wealthspire Advisors (New York)
New York
$2.45M -$115K -2,427 -4%
HWMO
44
Heritage Wealth Management (Ohio)
Ohio
$2.41M +$81.2K +1,708 +3%
CCFM
45
Clear Creek Financial Management
Washington
$2.14M -$57.6K -1,212 -3%
MFG
46
Merit Financial Group
Georgia
$1.98M -$271K -5,711 -12%
KWM
47
Kingsview Wealth Management
Oregon
$1.69M -$20.4K -430 -1%
FFA
48
Farther Finance Advisors
California
$1.69M +$88.6K +1,864 +5%
FA
49
Fagan Associates
New York
$1.66M +$212K +4,455 +14%
VWA
50
Visionary Wealth Advisors
Illinois
$1.61M -$4.27M -89,772 -73%