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JPMorgan Short Duration Core Plus ETF

122 hedge funds and large institutions have $756M invested in JPMorgan Short Duration Core Plus ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$5.89M
BAWC
27
Boyce & Associates Wealth Consulting
Texas
$5.65M
MCM
28
MAI Capital Management
Ohio
$5.49M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.32M
CSP
30
Cary Street Partners
Virginia
$5.19M
Jones Financial Companies
31
Jones Financial Companies
Missouri
$5.1M
LEA
32
Legacy Edge Advisors
New York
$4.83M
NCM
33
Noesis Capital Mangement
Florida
$4.65M
BAM
34
Bellevue Asset Management
Washington
$4.46M
MIA
35
Milestone Investment Advisors
Wisconsin
$4.28M
2WWM
36
21 West Wealth Management
California
$4.03M
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.54M
NIWA
38
New Insight Wealth Advisors
California
$3.53M
HIM
39
Harbour Investment Management
Washington
$3.35M
TWM
40
Tradition Wealth Management
Minnesota
$2.66M
PA
41
Promethium Advisors
Maryland
$2.51M
WANY
42
Wealthspire Advisors (New York)
New York
$2.45M
HWMO
43
Heritage Wealth Management (Ohio)
Ohio
$2.41M
CCFM
44
Clear Creek Financial Management
Washington
$2.14M
MFG
45
Merit Financial Group
Georgia
$1.98M
KWM
46
Kingsview Wealth Management
Oregon
$1.69M
FFA
47
Farther Finance Advisors
California
$1.69M
FA
48
Fagan Associates
New York
$1.66M
VWA
49
Visionary Wealth Advisors
Illinois
$1.61M
BP
50
BBR Partners
New York
$1.56M