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JPMorgan Short Duration Core Plus ETF

58 hedge funds and large institutions have $342M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
30
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$70.7M 1,524,494 +1,045 +0.1%
EWA
2
EP Wealth Advisors
California
$50.2M 1,082,805 +133,570 +14%
WP
3
WMS Partners
Maryland
$44.1M 949,597 +61,777 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.4M 677,088 +677,088 New
5SA
5
5th Street Advisors
Connecticut
$21.5M 463,632 +12,425 +3%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$16.4M 352,976 +4,029 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.4M 266,935 -11,014 -4%
BAG
8
Bridgewealth Advisory Group
California
$10.9M 233,897 +64,443 +38%
SCP
9
Shorepoint Capital Partners
Massachusetts
$9.28M 200,064 +6,711 +3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.1M 131,534 +28,965 +28%
WA
11
Waverly Advisors
Alabama
$5.85M 126,143 +25,395 +25%
TW
12
Transform Wealth
Colorado
$5.07M 109,371 +1,754 +2%
SW
13
SkyOak Wealth
Michigan
$4.87M 105,078 +22,022 +27%
MIA
14
Milestone Investment Advisors
Wisconsin
$4.49M 96,705 +29,667 +44%
PTP
15
Platform Technology Partners
New York
$4.37M 94,223 +94,223 New
TWM
16
Tradition Wealth Management
Minnesota
$4.12M 88,888 -177,879 -67%
Jane Street
17
Jane Street
New York
$3.97M 85,476 +67,761 +383%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3.32M 71,643 +16,548 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.03M 65,438 -187,558 -74%
NCM
20
Noesis Capital Mangement
Florida
$2.95M 63,541 -8,709 -12%
DADC
21
D.A. Davidson & Co
Montana
$2.63M 56,681 +1,269 +2%
HWMO
22
Heritage Wealth Management (Ohio)
Ohio
$2.3M 49,510 +49,510 New
UBS Group
23
UBS Group
Switzerland
$2.08M 44,795 +15,285 +52%
GM
24
GeoWealth Management
Illinois
$1.64M 35,373 -1,059 -3%
MCM
25
MAI Capital Management
Ohio
$1.44M 30,953 +8,572 +38%