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JPMorgan Short Duration Core Plus ETF
JSCP

Overview Fund Activity

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 8 closing their positions.

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
34
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$88.4M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$17.8M
3
BAG
3
Bridgewealth Advisory Group
California
$14.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$7.91M
5
Jane Street
5
Jane Street
New York
$10.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$12.2M
2
5SA
2
5th Street Advisors
Connecticut
$17.8M
3
AFP
3
Ausdal Financial Partners
Iowa
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.23M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.93M 61,768 +51,799 +520%
2WWM
27
21 West Wealth Management
California
$2.91M 61,246 +61,246 New
MCM
28
MAI Capital Management
Ohio
$2.83M 59,659 -3,595 -6%
DADC
29
D.A. Davidson & Co
Montana
$2.66M 56,033 -1,303 -2%
NCM
30
Noesis Capital Mangement
Florida
$2.57M 54,244 -9,372 -15%
UBS Group
31
UBS Group
Switzerland
$2.45M 51,613 -6,055 -10%
MFG
32
Merit Financial Group
Georgia
$2.38M 50,066 +50,066 New
HWMO
33
Heritage Wealth Management (Ohio)
Ohio
$2.28M 48,165 -2,455 -5%
KWM
34
Kingsview Wealth Management
Oregon
$2.22M 46,870 +2,004 +4%
FTUS
35
Flow Traders U.S.
New York
$2.22M 46,847 +46,847 New
MSFS
36
Main Street Financial Solutions
Pennsylvania
$2.16M 45,473 +30,077 +195%
PA
37
Promethium Advisors
Maryland
$1.9M 40,115 +5,725 +17%
BFA
38
Beaumont Financial Advisors
Massachusetts
$1.87M 39,344 -747 -2%
Raymond James Financial
39
Raymond James Financial
Florida
$1.79M 37,697 +1,080 +3%
GRP
40
Global Retirement Partners
California
$1.61M 33,836 +33,836 New
BWA
41
Beam Wealth Advisors
Louisiana
$1.42M 29,895 +278 +0.9%
BWM
42
BCGM Wealth Management
Indiana
$1.24M 26,197 +3,799 +17%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.23M 25,883 -31,622 -55%
FWP
44
FAS Wealth Partners
Kansas
$1.2M 25,327 +316 +1%
LA
45
LexAurum Advisors
Kansas
$1.16M 24,411 -149 -0.6%
FFC
46
Frederick Financial Consultants
Maryland
$1.13M 23,765 +2,796 +13%
LWA
47
Lowe Wealth Advisors
Maryland
$1.13M 23,716 -1 -0%
GM
48
GeoWealth Management
Illinois
$1.09M 23,027 -1,819 -7%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.02M 21,601 +3,144 +17%
SAA
50
Southeast Asset Advisors
Georgia
$920K 19,397 +104 +0.5%
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