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JPMorgan Short Duration Core Plus ETF

49 hedge funds and large institutions have $178M invested in JPMorgan Short Duration Core Plus ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
11
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$46.8M 1,024,244 -124,801 -11%
WP
2
WMS Partners
Maryland
$27.8M 609,150 +609,150 New
EWA
3
EP Wealth Advisors
California
$22.6M 495,593 +77,656 +19%
HighTower Advisors
4
HighTower Advisors
Illinois
$12.9M 283,004 +266,342 +1,598%
TWM
5
Tradition Wealth Management
Minnesota
$11.1M 243,147 -50,235 -17%
BHWA
6
Beacon Harbor Wealth Advisors
Virginia
$6.86M 150,090 +150,090 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.41M 140,286 -1,952 -1%
TW
8
Transform Wealth
Colorado
$5.94M 129,838 -4,331 -3%
TFA
9
Tobias Financial Advisors
Florida
$5.52M 120,782 -56,930 -32%
NCM
10
Noesis Capital Mangement
Florida
$4M 87,421 -2,090 -2%
CPWA
11
Cerro Pacific Wealth Advisors
California
$3.07M 67,192 -2,035 -3%
LPAM
12
Lodestar Private Asset Management
California
$2.04M 44,567 +44,567 New
BWA
13
Beam Wealth Advisors
Louisiana
$1.76M 38,548 +317 +0.8%
TIM
14
Tortoise Investment Management
New York
$1.56M 34,202 -7,215 -17%
DADC
15
D.A. Davidson & Co
Montana
$1.49M 32,711 +2,473 +8%
AAS
16
Ameritas Advisory Services
Nebraska
$1.32M 28,882 -153 -0.5%
NSB
17
Norway Savings Bank
Maine
$1.22M 26,790 +8,230 +44%
LWM
18
Lodestone Wealth Management
Washington
$1.22M 26,709 +26,709 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.19M 26,120 +15,712 +151%
PTP
20
Platform Technology Partners
New York
$1.08M 23,718 -952 -4%
FWP
21
FAS Wealth Partners
Kansas
$1.03M 22,632 +186 +0.8%
AWM
22
Axxcess Wealth Management
California
$886K 19,384 +19,384 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$819K 17,917 +15 +0.1%
SC
24
Slow Capital
California
$772K 16,896
Citadel Advisors
25
Citadel Advisors
Florida
$736K 16,100 +16,100 New