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JPMorgan Short Duration Core Plus ETF

70 hedge funds and large institutions have $332M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
32
Reduced
14
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
$56.1M 1,180,567 -343,927 -23%
EWA
2
EP Wealth Advisors
California
$54.8M 1,152,941 +70,136 +6%
WP
3
WMS Partners
Maryland
$47M 988,947 +39,350 +4%
5SA
4
5th Street Advisors
Connecticut
$19.7M 415,553 -48,079 -10%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$15.8M 331,497 -21,479 -6%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.3M 300,432 +33,497 +13%
BAG
7
Bridgewealth Advisory Group
California
$12.6M 265,478 +31,581 +14%
SCP
8
Shorepoint Capital Partners
Massachusetts
$10.3M 216,876 +16,812 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$7.29M 153,297 +81,654 +114%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.64M 139,654 +8,120 +6%
WA
11
Waverly Advisors
Alabama
$6.37M 134,021 +7,878 +6%
SW
12
SkyOak Wealth
Michigan
$6.22M 130,874 +25,796 +25%
PTP
13
Platform Technology Partners
New York
$5.96M 125,470 +31,247 +33%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$5.88M 123,722 -553,366 -82%
TW
15
Transform Wealth
Colorado
$5.15M 108,367 -1,004 -0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.48M 94,295 +28,857 +44%
MIA
17
Milestone Investment Advisors
Wisconsin
$4.38M 92,231 -4,474 -5%
TWM
18
Tradition Wealth Management
Minnesota
$4.23M 89,027 +139 +0.2%
MCM
19
MAI Capital Management
Ohio
$3.57M 75,023 +44,070 +142%
NCM
20
Noesis Capital Mangement
Florida
$2.99M 62,991 -550 -0.9%
DADC
21
D.A. Davidson & Co
Montana
$2.83M 59,543 +2,862 +5%
HWMO
22
Heritage Wealth Management (Ohio)
Ohio
$2.57M 54,109 +4,599 +9%
UBS Group
23
UBS Group
Switzerland
$2.16M 45,396 +601 +1%
PWM
24
Perigon Wealth Management
California
$2.02M 42,435 +42,435 New
KWM
25
Kingsview Wealth Management
Oregon
$1.93M 40,524 +40,524 New