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JPMorgan Short Duration Core Plus ETF

53 hedge funds and large institutions have $249M invested in JPMorgan Short Duration Core Plus ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
20
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WMS Partners
Maryland
$41.3M 887,924 +23,596 +3%
EWA
2
EP Wealth Advisors
California
$40.9M 879,237 +68,678 +8%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$26.5M 569,048 +22,791 +4%
5SA
4
5th Street Advisors
Connecticut
$17.7M 379,843 -10,144 -3%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$16.2M 348,952 +2,382 +0.7%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.8M 318,935 +15,720 +5%
TWM
7
Tradition Wealth Management
Minnesota
$11.8M 252,899 +38,967 +18%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.61M 206,472 +75,688 +58%
Jane Street
9
Jane Street
New York
$7.88M 169,229 -27,334 -14%
Stifel Financial
10
Stifel Financial
Missouri
$5.76M 123,822 +123,822 New
TW
11
Transform Wealth
Colorado
$4.94M 105,836 -298 -0.3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$4.34M 93,274 +14,551 +18%
BAG
13
Bridgewealth Advisory Group
California
$4M 85,831 +85,831 New
Citadel Advisors
14
Citadel Advisors
Florida
$3.65M 78,502 +78,502 New
SFG
15
StrategIQ Financial Group
Indiana
$3.64M 78,188 +19,622 +34%
NCM
16
Noesis Capital Mangement
Florida
$3.41M 73,250 -1,570 -2%
PTP
17
Platform Technology Partners
New York
$3.23M 69,670 +42,276 +154%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.85M 61,110 -105,884 -63%
NSB
19
Norway Savings Bank
Maine
$2.44M 52,403 +9,820 +23%
DADC
20
D.A. Davidson & Co
Montana
$2.05M 44,075 -448 -1%
AAS
21
Ameritas Advisory Services
Nebraska
$1.53M 32,794 +4,898 +18%
MIA
22
Milestone Investment Advisors
Wisconsin
$1.4M 30,147 +8,567 +40%
BWA
23
Beam Wealth Advisors
Louisiana
$1.39M 29,863 -6,040 -17%
SW
24
SkyOak Wealth
Michigan
$1.35M 28,901 +28,901 New
SWM
25
Scissortail Wealth Management
Oklahoma
$1.3M 27,924 +27,924 New