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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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$12.2M
2
5SA
5th Street Advisors
Connecticut
$17.8M
3
AFP
Ausdal Financial Partners
Iowa
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$1.23M
5
Osaic Holdings
Osaic Holdings
Arizona
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.93M +$2.46M +51,799 +520%
2WWM
27
21 West Wealth Management
California
$2.91M +$2.91M +61,246 New
MCM
28
MAI Capital Management
Ohio
$2.83M -$171K -3,595 -6%
DADC
29
D.A. Davidson & Co
Montana
$2.66M -$61.8K -1,303 -2%
NCM
30
Noesis Capital Mangement
Florida
$2.57M -$445K -9,372 -15%
UBS Group
31
UBS Group
Switzerland
$2.45M -$287K -6,055 -10%
MFG
32
Merit Financial Group
Georgia
$2.38M +$2.38M +50,066 New
HWMO
33
Heritage Wealth Management (Ohio)
Ohio
$2.28M -$116K -2,455 -5%
KWM
34
Kingsview Wealth Management
Oregon
$2.22M +$95.1K +2,004 +4%
FTUS
35
Flow Traders U.S.
New York
$2.22M +$2.22M +46,847 New
MSFS
36
Main Street Financial Solutions
Pennsylvania
$2.16M +$1.43M +30,077 +195%
PA
37
Promethium Advisors
Maryland
$1.9M +$272K +5,725 +17%
BFA
38
Beaumont Financial Advisors
Massachusetts
$1.87M -$35.4K -747 -2%
Raymond James Financial
39
Raymond James Financial
Florida
$1.79M +$51.2K +1,080 +3%
GRP
40
Global Retirement Partners
California
$1.61M +$1.61M +33,836 New
BWA
41
Beam Wealth Advisors
Louisiana
$1.42M +$13.2K +278 +0.9%
BWM
42
BCGM Wealth Management
Indiana
$1.24M +$180K +3,799 +17%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.23M -$1.5M -31,622 -55%
FWP
44
FAS Wealth Partners
Kansas
$1.2M +$15K +316 +1%
LA
45
LexAurum Advisors
Kansas
$1.16M -$7.07K -149 -0.6%
FFC
46
Frederick Financial Consultants
Maryland
$1.13M +$133K +2,796 +13%
LWA
47
Lowe Wealth Advisors
Maryland
$1.13M -$47 -1 -0%
GM
48
GeoWealth Management
Illinois
$1.09M -$86.3K -1,819 -7%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.02M +$149K +3,144 +17%
SAA
50
Southeast Asset Advisors
Georgia
$920K +$4.93K +104 +0.5%
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