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JPMorgan Short Duration Core Plus ETF

77 hedge funds and large institutions have $428M invested in JPMorgan Short Duration Core Plus ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
38
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$84M 1,801,181 +1,677,459 +1,356%
EWA
2
EP Wealth Advisors
California
$57.3M 1,229,803 +76,862 +7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.8M 1,217,477 +36,910 +3%
WP
4
WMS Partners
Maryland
$49.3M 1,057,969 +69,022 +7%
5SA
5
5th Street Advisors
Connecticut
$19.9M 425,717 +10,164 +2%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$14.4M 308,357 -23,140 -7%
BAG
7
Bridgewealth Advisory Group
California
$13.9M 298,047 +32,569 +12%
HighTower Advisors
8
HighTower Advisors
Illinois
$13.4M 288,237 -12,195 -4%
SCP
9
Shorepoint Capital Partners
Massachusetts
$10.2M 219,550 +2,674 +1%
SW
10
SkyOak Wealth
Michigan
$9.07M 194,566 +63,692 +49%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$8.1M 173,645 +20,348 +13%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.91M 148,214 +8,560 +6%
WA
13
Waverly Advisors
Alabama
$6.53M 140,030 +6,009 +4%
TW
14
Transform Wealth
Colorado
$5.52M 117,941 +9,574 +9%
MIA
15
Milestone Investment Advisors
Wisconsin
$4.66M 99,881 +7,650 +8%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.52M 97,035 +2,740 +3%
PWM
17
Perigon Wealth Management
California
$4.14M 88,708 +46,273 +109%
TWM
18
Tradition Wealth Management
Minnesota
$4.01M 85,894 -3,133 -4%
TCM
19
TD Capital Management
Tennessee
$3.69M 79,188 +69,492 +717%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$3.16M 67,677 +62,964 +1,336%
NCM
21
Noesis Capital Mangement
Florida
$3.05M 65,471 +2,480 +4%
MCM
22
MAI Capital Management
Ohio
$2.96M 63,496 -11,527 -15%
LPL Financial
23
LPL Financial
California
$2.76M 59,202 +59,202 New
UBS Group
24
UBS Group
Switzerland
$2.73M 58,549 +13,153 +29%
DADC
25
D.A. Davidson & Co
Montana
$2.69M 57,751 -1,792 -3%