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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
+12
Holders Change %
+15.38%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
34
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
51
Lodestar Private Asset Management
California
$899K +$5.65K +119 +0.6%
AC
52
AIFG Consultants
New York
$802K +$316K +6,668 +65%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$790K +$125K +2,633 +19%
ICP
54
Interchange Capital Partners
Pennsylvania
$764K +$119K +2,515 +18%
MCM
55
MidAtlantic Capital Management
Virginia
$728K +$11.8K +248 +2%
LPL Financial
56
LPL Financial
California
$705K +$3.13K +66 +0.4%
LWM
57
Lodestone Wealth Management
Washington
$636K +$7.26K +153 +1%
BPFA
58
Barnes Pettey Financial Advisors
Mississippi
$551K +$551K +11,607 New
SFM
59
Signet Financial Management
New Jersey
$540K +$540K +11,393 New
UWM
60
USAdvisors Wealth Management
Minnesota
$478K +$38.2K +806 +9%
IWP
61
Invenio Wealth Partners
Florida
$473K
TIM
62
Tortoise Investment Management
New York
$450K
HF
63
HRT Financial
New York
$407K +$407K +8,598 New
SWP
64
Summit Wealth Partners
Florida
$382K
LWL
65
Leo Wealth LLC
Texas
$346K +$346K +7,303 New
LWMI
66
Legacy Wealth Management (Idaho)
Idaho
$294K -$485K -10,221 -62%
LIS
67
Legacy Investment Solutions
Idaho
$294K +$294K +6,205 New
PFS
68
Prospera Financial Services
Texas
$273K +$273K +5,759 New
CA
69
CGN Advisors
Kansas
$262K +$43.7K +922 +20%
NA
70
NewEdge Advisors
Louisiana
$256K
MFG
71
Mosaic Financial Group
Illinois
$252K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$244K +$39.8K +838 +19%
GCA
73
Gradient Capital Advisors
California
$233K +$10.1K +212 +5%
OCM
74
One Capital Management
California
$227K +$227K +4,775 New
BWMG
75
Barnes Wealth Management Group
California
$223K +$12.7K +268 +6%