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JPMorgan Short Duration Core Plus ETF

92 hedge funds and large institutions have $504M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 9192 (+1)

2% more capital invested

Capital invested by funds: $496M → $504M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18.62% less ownership

Funds ownership: 76.71%58.09% (-19%)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
49
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.18M +$105K +2,216 +3%
2WWM
27
21 West Wealth Management
California
$3.07M +$158K +3,335 +5%
UBS Group
28
UBS Group
Switzerland
$3.05M +$589K +12,436 +24%
MCM
29
MAI Capital Management
Ohio
$3.01M +$173K +3,649 +6%
NCM
30
Noesis Capital Mangement
Florida
$3M +$417K +8,791 +16%
TWM
31
Tradition Wealth Management
Minnesota
$2.85M -$396K -8,361 -12%
DADC
32
D.A. Davidson & Co
Montana
$2.53M -$134K -2,820 -5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.29M -$648K -13,665 -22%
MFG
34
Merit Financial Group
Georgia
$2.28M -$99.6K -2,101 -4%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.2M +$1.17M +24,709 +114%
HWMO
36
Heritage Wealth Management (Ohio)
Ohio
$2.17M -$127K -2,680 -6%
Raymond James Financial
37
Raymond James Financial
Florida
$2.16M +$363K +7,648 +20%
PA
38
Promethium Advisors
Maryland
$2.13M +$216K +4,550 +11%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.88M +$7.87K +166 +0.4%
CPA
40
Clear Point Advisors
New York
$1.82M +$1.81M +38,133 New
KWM
41
Kingsview Wealth Management
Oregon
$1.74M -$490K -10,334 -22%
GRP
42
Global Retirement Partners
California
$1.53M -$81.5K -1,720 -5%
FFC
43
Frederick Financial Consultants
Maryland
$1.41M +$42.9K +906 +4%
LA
44
LexAurum Advisors
Kansas
$1.38M +$212K +4,477 +18%
BWA
45
Beam Wealth Advisors
Louisiana
$1.37M -$54.6K -1,152 -4%
FA
46
Fagan Associates
New York
$1.34M +$1.34M +28,250 New
MML Investors Services
47
MML Investors Services
Massachusetts
$1.34M +$109K +2,293 +9%
Citadel Advisors
48
Citadel Advisors
Florida
$1.32M +$1.32M +27,804 New
BWM
49
BCGM Wealth Management
Indiana
$1.27M +$22.3K +471 +2%
WANY
50
Wealthspire Advisors (New York)
New York
$1.27M +$1.26M +26,645 New

JSCP Hedge Fund Activity: Q3 2025 in Review

92 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2025, worth a combined $504M — up 1.6% from $496M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JSCP positions and 11 closed out — a net gain of 4 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Apella Capital, opening a new position worth an estimated $21.3M. The largest seller was HB Wealth Management, cutting an estimated $10.1M.

  • 92 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $504M of JPMorgan Short Duration Core Plus ETF stock for Q3 2025, up 1.6% quarter-over-quarter.
  • 15 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2025 and 11 closed out, a net change of +4 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2025 was Apella Capital, an estimated $21.3M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2025 was HB Wealth Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.