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JPMorgan Short Duration Core Plus ETF

50 hedge funds and large institutions have $222M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
22
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WMS Partners
Maryland
$39.2M 864,328 -18,470 -2%
EWA
2
EP Wealth Advisors
California
$36.8M 810,559 +797,748 +6,227%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$24.8M 546,257 +546,257 New
5SA
4
5th Street Advisors
Connecticut
$17.7M 389,987 +389,987 New
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$15.7M 346,570 +45,130 +15%
HighTower Advisors
6
HighTower Advisors
Illinois
$13.8M 303,215 +42,077 +16%
TWM
7
Tradition Wealth Management
Minnesota
$9.7M 213,932 -9,869 -4%
Jane Street
8
Jane Street
New York
$8.92M 196,563 +124,417 +172%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.58M 166,994 +5,459 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.93M 130,784 +13,810 +12%
TW
11
Transform Wealth
Colorado
$4.81M 106,134 +1,600 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.57M 78,723 +78,723 New
NCM
13
Noesis Capital Mangement
Florida
$3.39M 74,820 -21,851 -23%
TFA
14
Tobias Financial Advisors
Florida
$3.33M 73,404 -11,840 -14%
UBS Group
15
UBS Group
Switzerland
$2.81M 62,020 -106 -0.2%
SFG
16
StrategIQ Financial Group
Indiana
$2.66M 58,566 +26,972 +85%
DADC
17
D.A. Davidson & Co
Montana
$2.02M 44,523 +3,795 +9%
NSB
18
Norway Savings Bank
Maine
$1.93M 42,583 +5,436 +15%
BWA
19
Beam Wealth Advisors
Louisiana
$1.63M 35,903 -3,417 -9%
AFP
20
Ausdal Financial Partners
Iowa
$1.51M 33,351 +3,470 +12%
AAS
21
Ameritas Advisory Services
Nebraska
$1.27M 27,896 +27,896 New
PTP
22
Platform Technology Partners
New York
$1.24M 27,394 +1,155 +4%
TIM
23
Tortoise Investment Management
New York
$1.17M 25,890 +900 +4%
LWA
24
Lowe Wealth Advisors
Maryland
$1.12M 24,695 +2,000 +9%
FAAM
25
First Ascent Asset Management
Colorado
$1.06M 23,366 -3,193 -12%