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JPMorgan Short Duration Core Plus ETF

53 hedge funds and large institutions have $305M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
26
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$70.9M 1,523,449 +1,523,235 +711,792%
EWA
2
EP Wealth Advisors
California
$44.2M 949,235 +69,998 +8%
WP
3
WMS Partners
Maryland
$41.3M 887,820 -104 -0%
5SA
4
5th Street Advisors
Connecticut
$21M 451,207 +71,364 +19%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$16.2M 348,947 -5 -0%
HighTower Advisors
6
HighTower Advisors
Illinois
$12.9M 277,949 -40,986 -13%
TWM
7
Tradition Wealth Management
Minnesota
$12.4M 266,767 +13,868 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.8M 252,996 +46,524 +23%
SCP
9
Shorepoint Capital Partners
Massachusetts
$9M 193,353 +193,353 New
BAG
10
Bridgewealth Advisory Group
California
$7.88M 169,454 +83,623 +97%
TW
11
Transform Wealth
Colorado
$5.01M 107,617 +1,781 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$4.77M 102,569 +9,295 +10%
WA
13
Waverly Advisors
Alabama
$4.69M 100,748 +100,748 New
SW
14
SkyOak Wealth
Michigan
$3.86M 83,056 +54,155 +187%
NCM
15
Noesis Capital Mangement
Florida
$3.36M 72,250 -1,000 -1%
CJFS
16
Coulter & Justus Financial Services
Tennessee
$3.36M 72,250 +72,250 New
NSB
17
Norway Savings Bank
Maine
$3.16M 67,939 +15,536 +30%
MIA
18
Milestone Investment Advisors
Wisconsin
$3.12M 67,038 +36,891 +122%
DADC
19
D.A. Davidson & Co
Montana
$2.58M 55,412 +11,337 +26%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.56M 55,095 +40,930 +289%
GM
21
GeoWealth Management
Illinois
$1.7M 36,432 +36,432 New
BWA
22
Beam Wealth Advisors
Louisiana
$1.4M 30,190 +327 +1%
UBS Group
23
UBS Group
Switzerland
$1.37M 29,510 +5,222 +22%
AFP
24
Ausdal Financial Partners
Iowa
$1.26M 26,982 +1,594 +6%
Stifel Financial
25
Stifel Financial
Missouri
$1.24M 26,565 -97,257 -79%