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JPMorgan Short Duration Core Plus ETF

46 hedge funds and large institutions have $131M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
6
Increased
15
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WMS Partners
Maryland
$37.5M 810,282 +201,132 +33%
Jane Street
2
Jane Street
New York
$21.4M 463,296 +463,296 New
HighTower Advisors
3
HighTower Advisors
Illinois
$11.7M 253,497 -29,507 -10%
TWM
4
Tradition Wealth Management
Minnesota
$11.4M 246,884 +3,737 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.26M 135,342 +109,222 +418%
EWA
6
EP Wealth Advisors
California
$5.73M 113,859 -381,734 -77%
TW
7
Transform Wealth
Colorado
$4.79M 103,547 -26,291 -20%
TFA
8
Tobias Financial Advisors
Florida
$4.51M 97,443 -23,339 -19%
NCM
9
Noesis Capital Mangement
Florida
$4.32M 93,266 +5,845 +7%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.47M 53,392 +53,392 New
BWA
11
Beam Wealth Advisors
Louisiana
$1.8M 38,929 +381 +1%
DADC
12
D.A. Davidson & Co
Montana
$1.71M 36,954 +4,243 +13%
NSB
13
Norway Savings Bank
Maine
$1.43M 30,875 +4,085 +15%
AAS
14
Ameritas Advisory Services
Nebraska
$1.33M 28,847 -35 -0.1%
TIM
15
Tortoise Investment Management
New York
$1.32M 28,452 -5,750 -17%
PTP
16
Platform Technology Partners
New York
$1.08M 23,351 -367 -2%
FWP
17
FAS Wealth Partners
Kansas
$1.06M 22,856 +224 +1%
LWM
18
Lodestone Wealth Management
Washington
$1.06M 22,803 -3,906 -15%
AWM
19
Axxcess Wealth Management
California
$953K 20,595 +1,211 +6%
LWA
20
Lowe Wealth Advisors
Maryland
$819K 17,695 +2,770 +19%
LPAM
21
Lodestar Private Asset Management
California
$770K 16,631 -27,936 -63%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$756K 16,341 -1,576 -9%
FAAM
23
First Ascent Asset Management
Colorado
$710K 15,334 +5,085 +50%
MWM
24
Madison Wealth Management
Ohio
$615K 13,285 +3,602 +37%
MA
25
Mutual Advisors
Nebraska
$550K 11,880 -3,507 -23%