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JPMorgan Short Duration Core Plus ETF

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.9M
2 +$17.8M
3 +$13.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.91M
5
Jane Street
Jane Street
New York
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.93M
2WWM
27
21 West Wealth Management
California
$2.91M
MCM
28
MAI Capital Management
Ohio
$2.83M
DADC
29
D.A. Davidson & Co
Montana
$2.66M
NCM
30
Noesis Capital Mangement
Florida
$2.57M
UBS Group
31
UBS Group
Switzerland
$2.45M
MFG
32
Merit Financial Group
Georgia
$2.38M
HWMO
33
Heritage Wealth Management (Ohio)
Ohio
$2.28M
KWM
34
Kingsview Wealth Management
Oregon
$2.22M
FTUS
35
Flow Traders U.S.
New York
$2.22M
MSFS
36
Main Street Financial Solutions
Pennsylvania
$2.16M
PA
37
Promethium Advisors
Maryland
$1.9M
BFA
38
Beaumont Financial Advisors
Massachusetts
$1.87M
Raymond James Financial
39
Raymond James Financial
Florida
$1.79M
GRP
40
Global Retirement Partners
California
$1.61M
BWA
41
Beam Wealth Advisors
Louisiana
$1.42M
BWM
42
BCGM Wealth Management
Indiana
$1.24M
MML Investors Services
43
MML Investors Services
Massachusetts
$1.23M
FWP
44
FAS Wealth Partners
Kansas
$1.2M
LA
45
LexAurum Advisors
Kansas
$1.16M
FFC
46
Frederick Financial Consultants
Maryland
$1.13M
LWA
47
Lowe Wealth Advisors
Maryland
$1.13M
GM
48
GeoWealth Management
Illinois
$1.09M
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.02M
SAA
50
Southeast Asset Advisors
Georgia
$920K