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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
TIM
101
Tortoise Investment Management
New York
$269K
FCM
102
Flagship Capital Management
Pennsylvania
$265K +$60.6K +1,275 +29%
PFS
103
Prospera Financial Services
Texas
$254K +$16.6K +350 +7%
MFG
104
Mosaic Financial Group
Illinois
$251K
Citadel Advisors
105
Citadel Advisors
Florida
$245K -$8.98M -189,006 -97%
BFA
106
Beaumont Financial Advisors
Massachusetts
$243K -$1.64M -34,532 -87%
GCA
107
Gradient Capital Advisors
California
$203K -$29.2K -614 -13%
CIA
108
Concurrent Investment Advisors
Florida
$203K +$204K +4,287 New
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$202K -$2.61K -55 -1%
SL
110
Salomon & Ludwin
Virginia
$172K
GWM
111
Geneos Wealth Management
Colorado
$161K
Morgan Stanley
112
Morgan Stanley
New York
$137K
HIA
113
HFM Investment Advisors
New Jersey
$133K -$19.6K -413 -13%
KCM
114
KM Capital Management
Texas
$74.2K +$74.9K +1,575 New
TC
115
Trust Company
Kansas
$54.7K +$55K +1,157 New
CTA
116
Colonial Trust Advisors
South Carolina
$33.5K
Wells Fargo
117
Wells Fargo
California
$28.6K +$28.8K +605 New
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$24K -$30.6K -643 -56%
BONH
119
Bank of New Hampshire
New Hampshire
$23.6K +$23.8K +500 New
AG
120
AmeriFlex Group
Nevada
$20.7K
WAG
121
Wilkerson Advisory Group
Missouri
$9.55K
IAIM
122
International Assets Investment Management
Florida
$3.93K
ASN
123
Advisory Services Network
Georgia
$378 +$380 +8 New
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
-$8.07M -169,638 Closed
CPA
125
Clear Point Advisors
New York
-$2.21M -46,485 Closed