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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
MML Investors Services
51
MML Investors Services
Massachusetts
$1.42M +$77.3K +1,625 +6%
BWA
52
Beam Wealth Advisors
Louisiana
$1.38M +$14.9K +313 +1%
SA
53
Sanctuary Advisors
Indiana
$1.32M +$101K +2,124 +8%
LPL Financial
54
LPL Financial
California
$1.29M +$586K +12,315 +84%
GRP
55
Global Retirement Partners
California
$1.25M -$280K -5,889 -18%
UWM
56
USAdvisors Wealth Management
Minnesota
$1.17M +$300K +6,303 +34%
NIWA
57
New Insight Wealth Advisors
California
$1.11M +$1.11M +23,333 New
LPAM
58
Lodestar Private Asset Management
California
$1.04M +$72.5K +1,524 +8%
TGAM
59
TBH Global Asset Management
Tennessee
$1.01M +$913K +19,190 New
CWM
60
Capstone Wealth Management
Montana
$997K +$998K +20,965 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$982K -$75K -1,577 -7%
GM
62
GeoWealth Management
Illinois
$978K -$164K -3,444 -14%
AC
63
AIFG Consultants
New York
$956K +$110K +2,320 +13%
SAA
64
Southeast Asset Advisors
Georgia
$941K -$131K -2,754 -12%
HIM
65
Harbour Investment Management
Washington
$897K +$894K +18,785 New
MCM
66
MidAtlantic Capital Management
Virginia
$786K +$56.1K +1,178 +8%
ICP
67
Interchange Capital Partners
Pennsylvania
$777K +$17.7K +371 +2%
BPFA
68
Barnes Pettey Financial Advisors
Mississippi
$761K +$75.9K +1,596 +11%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$705K +$706K +14,833 New
LWM
70
Lodestone Wealth Management
Washington
$652K +$6.33K +133 +1%
KAS
71
Kestra Advisory Services
Texas
$571K +$216K +4,548 +61%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$571K +$571K +12,003 New
KF
73
Krilogy Financial
Missouri
$535K -$428 -9 -0.1%
BWM
74
BCGM Wealth Management
Indiana
$513K -$756K -15,886 -60%
PFA
75
Professional Financial Advisors
Nebraska
$486K +$486K +10,217 New