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JPMorgan Short Duration Core Plus ETF

91 hedge funds and large institutions have $496M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more funds holding

Funds holding: 7991 (+12)

1.53% more ownership

Funds ownership: 75.18%76.71% (+1.5%)

4% more capital invested

Capital invested by funds: $477M → $496M (+$18.2M)

Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.2%
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
36
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
76
Barnes Wealth Management Group
California
$223K +$12.6K +268 +6%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$201K +$199K +4,234 New
HIA
78
HFM Investment Advisors
New Jersey
$192K -$12.2K -260 -6%
Wells Fargo
79
Wells Fargo
California
$146K +$145K +3,086 New
WSFS
80
Wilmington Savings Fund Society
Delaware
$143K
GWM
81
Geneos Wealth Management
Colorado
$142K -$141K -3,000 -50%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$77.2K +$76.5K +1,627 New
CT
83
Clearstead Trust
Maine
$61.1K
CWM
84
Centricity Wealth Management
Ohio
$24.9K
CFP
85
Comprehensive Financial Planning
Pennsylvania
$23.7K +$329 +7 +1%
CTA
86
Colonial Trust Advisors
South Carolina
$12.7K
SWP
87
Strategic Wealth Partners
Ohio
$10.4K +$10.3K +220 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$8K +$7.66K +163 New
AAS
89
Ameritas Advisory Services
Nebraska
$3.27K +$3.24K +69 New
CAL
90
Capital Analysts LLC
Pennsylvania
$1K +$1.08K +23 New
Morgan Stanley
91
Morgan Stanley
New York
$65
AFP
92
Ausdal Financial Partners
Iowa
-$1.71M -36,141 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$1.03M -21,789 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$613K -12,976 Closed
VF
95
Vawter Financial
Ohio
-$484K -10,245 Closed
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
-$424K -8,980 Closed
WAM
97
WNY Asset Management
New York
-$218K -4,622 Closed
Bank of America
98
Bank of America
North Carolina
-$23.5K -497 Closed
AG
99
AmeriFlex Group
Nevada
-$20.6K -437 Closed
PPC
100
Park Place Capital
Alabama
-$2.36K -50 Closed

JSCP Hedge Fund Activity: Q2 2025 in Review

91 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2025, worth a combined $496M — up 3.8% from $477M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JSCP positions and 9 closed out — a net gain of 14 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $28.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $77.9M.

  • 91 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $496M of JPMorgan Short Duration Core Plus ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 23 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2025 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2025 was EP Wealth Advisors, an estimated $28.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $77.9M sold.

Based on aggregated 13F filings for Q2 2025.