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JPMorgan Short Duration Core Plus ETF

77 hedge funds and large institutions have $428M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
38
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWMO
26
Heritage Wealth Management (Ohio)
Ohio
$2.49M -$29.6K -634 -1%
KWM
27
Kingsview Wealth Management
Oregon
$2.08M +$186K +3,998 +10%
BFA
28
Beaumont Financial Advisors
Massachusetts
$1.96M +$1.96M +41,941 New
RCM
29
Riggs Capital Management
Utah
$1.94M +$1.94M +41,501 New
AFP
30
Ausdal Financial Partners
Iowa
$1.55M +$102K +2,187 +7%
GM
31
GeoWealth Management
Illinois
$1.49M -$159K -3,412 -10%
Raymond James Financial
32
Raymond James Financial
Florida
$1.41M +$1.41M +30,342 New
GRP
33
Global Retirement Partners
California
$1.38M +$499K +10,707 +56%
BWA
34
Beam Wealth Advisors
Louisiana
$1.36M -$64.7K -1,388 -5%
Citadel Advisors
35
Citadel Advisors
Florida
$1.19M +$584K +12,517 +97%
FWP
36
FAS Wealth Partners
Kansas
$1.15M +$13.6K +292 +1%
SA
37
Sanctuary Advisors
Indiana
$1.05M +$70.8K +1,509 +7%
LWA
38
Lowe Wealth Advisors
Maryland
$1.04M -$56K -1,200 -5%
LA
39
LexAurum Advisors
Kansas
$1.03M -$165K -3,541 -14%
LWM
40
Lodestone Wealth Management
Washington
$1.02M -$18.5K -397 -2%
BWM
41
BCGM Wealth Management
Indiana
$944K +$944K +20,246 New
LPAM
42
Lodestar Private Asset Management
California
$881K +$31.2K +670 +4%
SAA
43
Southeast Asset Advisors
Georgia
$817K +$300K +6,428 +58%
MCM
44
MidAtlantic Capital Management
Virginia
$689K +$18.7K +400 +3%
ICP
45
Interchange Capital Partners
Pennsylvania
$634K -$482K -10,327 -43%
MML Investors Services
46
MML Investors Services
Massachusetts
$562K +$143K +3,071 +34%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$503K -$887K -19,033 -64%
LIS
48
Legacy Investment Solutions
Idaho
$501K -$227K -4,862 -31%
LWMI
49
Legacy Wealth Management (Idaho)
Idaho
$501K -$227K -4,862 -31%
IWP
50
Invenio Wealth Partners
Florida
$497K +$3.92K +84 +0.8%