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JPMorgan Short Duration Core Plus ETF

35 hedge funds and large institutions have $152M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
13
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
1
EP Wealth Advisors
California
$24.9M 521,777 +521,777 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.8M 455,093 -232,238 -34%
NCM
3
Nelson Capital Management
California
$20.2M 422,297 +279,980 +197%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$17.8M 373,338 +10,363 +3%
TWM
5
Tradition Wealth Management
Minnesota
$12M 250,727 +245,282 +4,505%
TIM
6
Tortoise Investment Management
New York
$11.4M 239,407 -40,707 -15%
TW
7
Transform Wealth
Colorado
$8.45M 176,793 +176,793 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.67M 118,698 +57,215 +93%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.29M 110,674 +52,433 +90%
CPWA
10
Cerro Pacific Wealth Advisors
California
$4.33M 90,609 +5,029 +6%
SPL
11
Smart Portfolios LLC
Washington
$3.83M 80,116 -4,174 -5%
Jane Street
12
Jane Street
New York
$2.14M 44,775 -15,758 -26%
BWA
13
Beam Wealth Advisors
Louisiana
$1.81M 37,800 +1,152 +3%
TFA
14
Tobias Financial Advisors
Florida
$1.4M 29,286 +29,286 New
DADC
15
D.A. Davidson & Co
Montana
$1.3M 27,145 +16,172 +147%
CFO
16
Collective Family Office
Pennsylvania
$1.29M 27,017 +6,851 +34%
SC
17
Slow Capital
California
$1.02M 21,384 -2,200 -9%
MA
18
Mutual Advisors
Nebraska
$947K 19,815 -2,921 -13%
TYCC
19
Texas Yale Capital Corp
Florida
$919K 19,218 +13,967 +266%
UWM
20
USAdvisors Wealth Management
Minnesota
$860K 18,002 -5,062 -22%
PTP
21
Platform Technology Partners
New York
$770K 16,107 +9,965 +162%
EFL
22
ERn Financial LLC
Wisconsin
$750K 15,692 -128,310 -89%
BWM
23
BlackDiamond Wealth Management
New York
$708K 14,801 -24,257 -62%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$355K 7,428 +75 +1%
SIG
25
Sargent Investment Group
Maryland
$294K 6,150 +6,150 New