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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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$28.9M
2 +$17.8M
3 +$13.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.91M
5
Jane Street
Jane Street
New York
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
51
Lodestar Private Asset Management
California
$899K
AC
52
AIFG Consultants
New York
$802K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$790K
ICP
54
Interchange Capital Partners
Pennsylvania
$764K
MCM
55
MidAtlantic Capital Management
Virginia
$728K
LPL Financial
56
LPL Financial
California
$705K
LWM
57
Lodestone Wealth Management
Washington
$636K
BPFA
58
Barnes Pettey Financial Advisors
Mississippi
$551K
SFM
59
Signet Financial Management
New Jersey
$540K
UWM
60
USAdvisors Wealth Management
Minnesota
$478K
IWP
61
Invenio Wealth Partners
Florida
$473K
TIM
62
Tortoise Investment Management
New York
$450K
HF
63
HRT Financial
New York
$407K
SWP
64
Summit Wealth Partners
Florida
$382K
LWL
65
Leo Wealth LLC
Texas
$346K
LWMI
66
Legacy Wealth Management (Idaho)
Idaho
$294K
LIS
67
Legacy Investment Solutions
Idaho
$294K
PFS
68
Prospera Financial Services
Texas
$273K
CA
69
CGN Advisors
Kansas
$262K
NA
70
NewEdge Advisors
Louisiana
$256K
MFG
71
Mosaic Financial Group
Illinois
$252K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$244K
GCA
73
Gradient Capital Advisors
California
$233K
OCM
74
One Capital Management
California
$227K
BWMG
75
Barnes Wealth Management Group
California
$223K