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JPMorgan Short Duration Core Plus ETF
JSCP

Overview Fund Activity

78 hedge funds and large institutions have $476M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+1
Holders Change %
+1.3%
% 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
34
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$52.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.5M
4
VWA
Visionary Wealth Advisors
Illinois
+$6.22M
5
RWA
Roberts Wealth Advisors
California
+$6.18M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$13.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
3
LPL Financial
LPL Financial
California
-$2.1M
4
TWM
Tradition Wealth Management
Minnesota
-$796K
5
HighTower Advisors
HighTower Advisors
Illinois
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$2.71M -$19.6K -415 -0.7%
HWMO
27
Heritage Wealth Management (Ohio)
Ohio
$2.39M -$135K -2,855 -5%
KWM
28
Kingsview Wealth Management
Oregon
$2.12M +$16.2K +344 +0.8%
BFA
29
Beaumont Financial Advisors
Massachusetts
$1.89M -$87.3K -1,850 -4%
Raymond James Financial
30
Raymond James Financial
Florida
$1.73M +$296K +6,275 +21%
AFP
31
Ausdal Financial Partners
Iowa
$1.71M +$132K +2,804 +8%
PA
32
Promethium Advisors
Maryland
$1.62M +$1.62M +34,390 New
BWA
33
Beam Wealth Advisors
Louisiana
$1.4M +$16.7K +353 +1%
FWP
34
FAS Wealth Partners
Kansas
$1.18M +$14K +297 +1%
GM
35
GeoWealth Management
Illinois
$1.17M -$332K -7,023 -22%
LA
36
LexAurum Advisors
Kansas
$1.16M +$114K +2,420 +11%
LWA
37
Lowe Wealth Advisors
Maryland
$1.12M +$71.1K +1,505 +7%
BWM
38
BCGM Wealth Management
Indiana
$1.06M +$102K +2,152 +11%
Citadel Advisors
39
Citadel Advisors
Florida
$1.03M -$173K -3,665 -14%
FFC
40
Frederick Financial Consultants
Maryland
$990K +$990K +20,969 New
BAG
41
Bridgewealth Advisory Group
California
$920K -$13.2M -278,565 -93%
SAA
42
Southeast Asset Advisors
Georgia
$911K +$84K +1,780 +10%
LPAM
43
Lodestar Private Asset Management
California
$889K -$2.69K -57 -0.3%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$871K +$461K +9,765 +112%
LWMI
45
Legacy Wealth Management (Idaho)
Idaho
$775K +$269K +5,706 +53%
MSFS
46
Main Street Financial Solutions
Pennsylvania
$727K +$516K +10,931 +245%
MCM
47
MidAtlantic Capital Management
Virginia
$713K +$15.2K +321 +2%
LPL Financial
48
LPL Financial
California
$699K -$2.1M -44,399 -75%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$661K +$439K +9,307 +198%
ICP
50
Interchange Capital Partners
Pennsylvania
$642K – – –
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