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JPMorgan Short Duration Core Plus ETF

123 hedge funds and large institutions have $759M 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, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more capital invested

Capital invested by funds: $649M → $759M (+$110M)

15% more funds holding

Funds holding: 107123 (+16)

1.97% less ownership

Funds ownership: 56.82%54.85% (-2%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
56
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
51
BBR Partners
New York
$1.56M -$27K -568 -2%
BFA
52
Blueprint Financial Advisors
North Carolina
$1.5M +$1.51M +31,802 New
BIP
53
Blueprint Investment Partners
North Carolina
$1.5M +$1.51M +31,802 New
SA
54
Sanctuary Advisors
Indiana
$1.44M +$120K +2,526 +9%
DADC
55
D.A. Davidson & Co
Montana
$1.42M -$145K -3,040 -9%
LPL Financial
56
LPL Financial
California
$1.4M +$123K +2,592 +10%
BWA
57
Beam Wealth Advisors
Louisiana
$1.38M +$10.4K +219 +0.8%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.36M +$1.37M +28,852 New
Stifel Financial
59
Stifel Financial
Missouri
$1.22M +$818K +17,204 +200%
DPI
60
Diversified Portfolios Inc
Michigan
$1.13M +$1.13M +23,842 New
SAA
61
Southeast Asset Advisors
Georgia
$1.1M +$166K +3,482 +18%
UWM
62
USAdvisors Wealth Management
Minnesota
$1.09M -$71.3K -1,499 -6%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.08M -$333K -6,996 -23%
FTUS
64
Flow Traders U.S.
New York
$1.07M +$599K +12,607 +126%
LPAM
65
Lodestar Private Asset Management
California
$1.06M +$33K +695 +3%
CWM
66
Capstone Wealth Management
Montana
$999K +$10.9K +230 +1%
BPFA
67
Barnes Pettey Financial Advisors
Mississippi
$998K +$242K +5,083 +32%
AAS
68
Ameritas Advisory Services
Nebraska
$990K +$995K +20,925 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$863K +$297K +6,243 +52%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$859K +$159K +3,337 +22%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$842K +$604K +12,715 +250%
LA
72
LexAurum Advisors
Kansas
$839K +$843K +17,732 New
OMC
73
Old Mission Capital
Illinois
$812K +$816K +17,170 New
MCM
74
MidAtlantic Capital Management
Virginia
$807K +$25.7K +541 +3%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$776K -$202K -4,255 -21%