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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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.18M
2WWM
27
21 West Wealth Management
California
$3.07M
UBS Group
28
UBS Group
Switzerland
$3.05M
MCM
29
MAI Capital Management
Ohio
$3.01M
NCM
30
Noesis Capital Mangement
Florida
$3M
TWM
31
Tradition Wealth Management
Minnesota
$2.85M
DADC
32
D.A. Davidson & Co
Montana
$2.53M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.29M
MFG
34
Merit Financial Group
Georgia
$2.28M
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.2M
HWMO
36
Heritage Wealth Management (Ohio)
Ohio
$2.17M
Raymond James Financial
37
Raymond James Financial
Florida
$2.16M
PA
38
Promethium Advisors
Maryland
$2.13M
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.88M
CPA
40
Clear Point Advisors
New York
$1.82M
KWM
41
Kingsview Wealth Management
Oregon
$1.74M
GRP
42
Global Retirement Partners
California
$1.53M
FFC
43
Frederick Financial Consultants
Maryland
$1.41M
LA
44
LexAurum Advisors
Kansas
$1.38M
BWA
45
Beam Wealth Advisors
Louisiana
$1.37M
FA
46
Fagan Associates
New York
$1.34M
MML Investors Services
47
MML Investors Services
Massachusetts
$1.34M
Citadel Advisors
48
Citadel Advisors
Florida
$1.32M
BWM
49
BCGM Wealth Management
Indiana
$1.27M
WANY
50
Wealthspire Advisors (New York)
New York
$1.27M