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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
GM
76
GeoWealth Management
Illinois
$716K -$258K -5,421 -26%
LWM
77
Lodestone Wealth Management
Washington
$655K +$6.37K +134 +1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$654K +$564K +11,869 +608%
LWMI
79
Legacy Wealth Management (Idaho)
Idaho
$643K +$297K +6,247 +85%
ICP
80
Interchange Capital Partners
Pennsylvania
$642K -$130K -2,731 -17%
KAS
81
Kestra Advisory Services
Texas
$638K +$70.1K +1,475 +12%
CFS
82
CRA Financial Services
New Jersey
$634K +$637K +13,409 New
Goldman Sachs
83
Goldman Sachs
New York
$578K +$581K +12,216 New
KF
84
Krilogy Financial
Missouri
$531K
PFA
85
Professional Financial Advisors
Nebraska
$501K +$17.8K +374 +4%
BPW
86
BlueDoor Private Wealth
Massachusetts
$498K +$215K +4,522 +75%
OC
87
Oppenheimer & Co
New York
$473K +$475K +10,000 New
IWP
88
Invenio Wealth Partners
Florida
$472K
VF
89
Vawter Financial
Ohio
$446K
PWM
90
Peck Wealth Management
New York
$436K +$240K +5,050 +121%
GWP
91
Gateway Wealth Partners
Wisconsin
$426K +$428K +9,000 New
AWE
92
Avidian Wealth Enterprises
Texas
$424K +$427K +8,973 New
SI
93
Seeds Investor
New York
$422K +$424K +8,911 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$421K +$171K +3,593 +68%
BWM
95
BCGM Wealth Management
Indiana
$393K -$117K -2,464 -23%
P
96
&Partners
Tennessee
$367K +$369K +7,763 New
LWL
97
Leo Wealth LLC
Texas
$357K +$3.9K +82 +1%
SWP
98
Summit Wealth Partners
Florida
$351K -$30.8K -647 -8%
WIC
99
Whitegate Investment Counselors
New Hampshire
$317K +$48.1K +1,012 +18%
WDG
100
Wealth Dimensions Group
Ohio
$281K +$283K +5,947 New