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JPMorgan Short Duration Core Plus ETF

107 hedge funds and large institutions have $649M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $504M → $649M (+$145M)

16% more funds holding

Funds holding: 92107 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.28% less ownership

Funds ownership: 58.09%56.82% (-1.3%)

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
54
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$5.72M +$291K +6,112 +5%
NCM
27
Noesis Capital Mangement
Florida
$4.74M +$1.74M +36,610 +58%
MIA
28
Milestone Investment Advisors
Wisconsin
$4.55M +$12.9K +271 +0.3%
BAM
29
Bellevue Asset Management
Washington
$4.43M -$12.7K -267 -0.3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.38M +$2.09M +43,977 +91%
LEA
31
Legacy Edge Advisors
New York
$4.23M +$4.24M +89,025 New
MCM
32
MAI Capital Management
Ohio
$4.18M +$1.17M +24,532 +39%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.61M +$434K +9,123 +14%
2WWM
34
21 West Wealth Management
California
$3.25M +$178K +3,745 +6%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$3.18M +$981K +20,618 +45%
CWWM
36
Curry Webb Wealth Management
Indiana
$3.15M +$3.15M +66,247 New
TWM
37
Tradition Wealth Management
Minnesota
$2.83M -$19.2K -403 -0.7%
CSP
38
Cary Street Partners
Virginia
$2.59M +$2.17M +45,629 +512%
WANY
39
Wealthspire Advisors (New York)
New York
$2.58M +$1.31M +27,572 +103%
PA
40
Promethium Advisors
Maryland
$2.41M +$274K +5,750 +13%
HWMO
41
Heritage Wealth Management (Ohio)
Ohio
$2.34M +$177K +3,722 +8%
MFG
42
Merit Financial Group
Georgia
$2.26M -$23.1K -486 -1%
CPA
43
Clear Point Advisors
New York
$2.21M +$397K +8,352 +22%
CCFM
44
Clear Creek Financial Management
Washington
$2.21M +$2.21M +46,396 New
BFA
45
Beaumont Financial Advisors
Massachusetts
$1.89M +$7.76K +163 +0.4%
KWM
46
Kingsview Wealth Management
Oregon
$1.72M -$15.8K -332 -0.9%
FFA
47
Farther Finance Advisors
California
$1.62M +$1.61M +33,874 +30,517%
BP
48
BBR Partners
New York
$1.59M +$1.6M +33,530 New
DADC
49
D.A. Davidson & Co
Montana
$1.58M -$955K -20,073 -38%
FA
50
Fagan Associates
New York
$1.46M +$119K +2,495 +9%