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JPMorgan Short Duration Core Plus ETF

27 hedge funds and large institutions have $110M invested in JPMorgan Short Duration Core Plus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.2M 687,331 -105,637 -13%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$18.1M 362,975 +362,975 New
TIM
3
Tortoise Investment Management
New York
$13.9M 280,114 +20,954 +8%
EFL
4
ERn Financial LLC
Wisconsin
$7.16M 144,002 -55,846 -28%
NCM
5
Nelson Capital Management
California
$7.08M 142,317 +142,317 New
CPWA
6
Cerro Pacific Wealth Advisors
California
$4.26M 85,580 +28,658 +50%
SPL
7
Smart Portfolios LLC
Washington
$4.19M 84,290 +6,932 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.06M 61,483 +2,058 +3%
Jane Street
9
Jane Street
New York
$3.01M 60,533 +39,390 +186%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.89M 58,241 +5,906 +11%
BWM
11
BlackDiamond Wealth Management
New York
$1.94M 39,058 +39,058 New
BWA
12
Beam Wealth Advisors
Louisiana
$1.82M 36,648 +36,648 New
SC
13
Slow Capital
California
$1.17M 23,584
UWM
14
USAdvisors Wealth Management
Minnesota
$1.15M 23,064 +1,735 +8%
MA
15
Mutual Advisors
Nebraska
$1.13M 22,736 +22,736 New
CFO
16
Collective Family Office
Pennsylvania
$1M 20,166 +9,184 +84%
DADC
17
D.A. Davidson & Co
Montana
$546K 10,973 +10,973 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$494K 9,932 +9,932 New
Osaic Holdings
19
Osaic Holdings
Arizona
$444K 8,921 +2,731 +44%
FWP
20
FAS Wealth Partners
Kansas
$436K 8,762 +14 +0.2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$366K 7,353 +7,353 New
PTP
22
Platform Technology Partners
New York
$305K 6,142 +6,142 New
SWM
23
Spire Wealth Management
Virginia
$304K 6,106 +6,106 New
IAP
24
Indie Asset Partners
Indiana
$283K 5,700
TWM
25
Tradition Wealth Management
Minnesota
$271K 5,445 +5,445 New