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JPMorgan Short Duration Core Plus ETF

50 hedge funds and large institutions have $166M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WMS Partners
Maryland
$40.4M 882,798 +72,516 +9%
EWA
2
EP Wealth Advisors
California
$33.2M 12,811 -101,048 -89%
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$13.8M 301,440 +301,440 New
HighTower Advisors
4
HighTower Advisors
Illinois
$12M 261,138 +7,641 +3%
TWM
5
Tradition Wealth Management
Minnesota
$10.3M 223,801 -23,083 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.4M 161,535 +7,354 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.35M 116,974 -18,368 -14%
TW
8
Transform Wealth
Colorado
$4.79M 104,534 +987 +1%
NCM
9
Noesis Capital Mangement
Florida
$4.43M 96,671 +3,405 +4%
TFA
10
Tobias Financial Advisors
Florida
$3.9M 85,244 -12,199 -13%
Jane Street
11
Jane Street
New York
$3.3M 72,146 -391,150 -84%
UBS Group
12
UBS Group
Switzerland
$2.85M 62,126 +60,804 +4,599%
DADC
13
D.A. Davidson & Co
Montana
$1.87M 40,728 +3,774 +10%
BWA
14
Beam Wealth Advisors
Louisiana
$1.8M 39,320 +391 +1%
NSB
15
Norway Savings Bank
Maine
$1.7M 37,147 +6,272 +20%
SFG
16
StrategIQ Financial Group
Indiana
$1.45M 31,594 +31,594 New
AFP
17
Ausdal Financial Partners
Iowa
$1.37M 29,881 +29,881 New
FAAM
18
First Ascent Asset Management
Colorado
$1.22M 26,559 +11,225 +73%
PTP
19
Platform Technology Partners
New York
$1.2M 26,239 +2,888 +12%
TIM
20
Tortoise Investment Management
New York
$1.14M 24,990 -3,462 -12%
AWM
21
Axxcess Wealth Management
California
$1.12M 24,415 +3,820 +19%
FWP
22
FAS Wealth Partners
Kansas
$1.06M 23,085 +229 +1%
LWA
23
Lowe Wealth Advisors
Maryland
$1.04M 22,695 +5,000 +28%
LWM
24
Lodestone Wealth Management
Washington
$986K 21,535 -1,268 -6%
MIA
25
Milestone Investment Advisors
Wisconsin
$985K 21,507 +21,507 New