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JPMorgan Short Duration Core Plus ETF

79 hedge funds and large institutions have $477M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $428M → $477M (+$49.2M)

3% more funds holding

Funds holding: 7779 (+2)

1.01% less ownership

Funds ownership: 76.18%75.18% (-1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
10
Increased
35
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.71M -$19.5K -415 -0.7%
HWMO
27
Heritage Wealth Management (Ohio)
Ohio
$2.39M -$134K -2,855 -5%
KWM
28
Kingsview Wealth Management
Oregon
$2.12M +$16.1K +344 +0.8%
BFA
29
Beaumont Financial Advisors
Massachusetts
$1.89M -$86.8K -1,850 -4%
Raymond James Financial
30
Raymond James Financial
Florida
$1.73M +$294K +6,275 +21%
AFP
31
Ausdal Financial Partners
Iowa
$1.71M +$131K +2,804 +8%
PA
32
Promethium Advisors
Maryland
$1.62M +$1.61M +34,390 New
BWA
33
Beam Wealth Advisors
Louisiana
$1.4M +$16.6K +353 +1%
FWP
34
FAS Wealth Partners
Kansas
$1.18M +$13.9K +297 +1%
GM
35
GeoWealth Management
Illinois
$1.17M -$329K -7,023 -22%
LA
36
LexAurum Advisors
Kansas
$1.16M +$113K +2,420 +11%
LWA
37
Lowe Wealth Advisors
Maryland
$1.12M +$70.6K +1,505 +7%
SA
38
Sanctuary Advisors
Indiana
$1.08M +$26.1K +556 +2%
BWM
39
BCGM Wealth Management
Indiana
$1.06M +$101K +2,152 +11%
Citadel Advisors
40
Citadel Advisors
Florida
$1.03M -$172K -3,665 -14%
FFC
41
Frederick Financial Consultants
Maryland
$990K +$983K +20,969 New
BAG
42
Bridgewealth Advisory Group
California
$920K -$13.1M -278,565 -93%
SAA
43
Southeast Asset Advisors
Georgia
$911K +$83.5K +1,780 +10%
LPAM
44
Lodestar Private Asset Management
California
$889K -$2.67K -57 -0.3%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$871K +$458K +9,765 +112%
LWMI
46
Legacy Wealth Management (Idaho)
Idaho
$775K +$268K +5,706 +53%
MSFS
47
Main Street Financial Solutions
Pennsylvania
$727K +$513K +10,931 +245%
MCM
48
MidAtlantic Capital Management
Virginia
$713K +$15.1K +321 +2%
LPL Financial
49
LPL Financial
California
$699K -$2.08M -44,399 -75%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$661K +$436K +9,307 +198%

JSCP Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2025, worth a combined $477M — up 11% from $428M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 4 closed out — a net gain of 6 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $52.5M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $13.1M.

  • 79 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2025, up from 77 in Q4 2024.
  • Funds reported $477M of JPMorgan Short Duration Core Plus ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2025 was HB Wealth Management, an estimated $52.5M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.