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JPMorgan Short Duration Core Plus ETF

77 hedge funds and large institutions have $428M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
38
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
51
Tortoise Investment Management
New York
$489K -$54.3K -1,165 -10%
VF
52
Vawter Financial
Ohio
$478K +$88.4K +1,895 +23%
FTUS
53
Flow Traders U.S.
New York
$467K +$43.8K +939 +10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$447K +$1.91K +41 +0.4%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$405K +$316K +6,773 +353%
UWM
56
USAdvisors Wealth Management
Minnesota
$385K +$105K +2,250 +37%
SWP
57
Summit Wealth Partners
Florida
$376K -$89.8K -1,925 -19%
CA
58
CGN Advisors
Kansas
$281K +$2.15K +46 +0.8%
NA
59
NewEdge Advisors
Louisiana
$252K +$9.37K +201 +4%
MFG
60
Mosaic Financial Group
Illinois
$248K +$248K +5,313 New
LWL
61
Leo Wealth LLC
Texas
$225K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$219K -$75.7K -1,623 -26%
GCA
63
Gradient Capital Advisors
California
$219K +$219K +4,697 New
WAM
64
WNY Asset Management
New York
$215K +$215K +4,612 New
AC
65
AIFG Consultants
New York
$213K +$213K +4,576 New
MSFS
66
Main Street Financial Solutions
Pennsylvania
$208K +$208K +4,465 New
WSFS
67
Wilmington Savings Fund Society
Delaware
$152K
GWM
68
Geneos Wealth Management
Colorado
$140K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$91.6K +$63.6K +1,364 +227%
CT
70
Clearstead Trust
Maine
$60.1K
CWM
71
Centricity Wealth Management
Ohio
$24.5K +$24.5K +525 New
Bank of America
72
Bank of America
North Carolina
$23.2K +$23.2K +497 New
CFP
73
Comprehensive Financial Planning
Pennsylvania
$22.7K +$22.7K +488 New
Morgan Stanley
74
Morgan Stanley
New York
$20.2K +$20.2K +432 New
CTA
75
Colonial Trust Advisors
South Carolina
$12.5K