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JPMorgan Short Duration Core Plus ETF

79 hedge funds and large institutions have $477M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $428M → $477M (+$49.2M)

3% more funds holding

Funds holding: 7779 (+2)

1.01% less ownership

Funds ownership: 76.18%75.18% (-1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
10
Increased
35
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$90.5M +$5.46M +116,400 +6%
JP Morgan Chase
2
JP Morgan Chase
New York
$65M +$7.45M +158,859 +13%
EWA
3
EP Wealth Advisors
California
$59.2M +$1.13M +23,991 +2%
HWM
4
HB Wealth Management
Georgia
$52.9M +$52.5M +1,119,948 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$33.3M +$25M +532,598 +307%
5SA
6
5th Street Advisors
Connecticut
$20.3M +$184K +3,923 +0.9%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$14.4M -$124K -2,650 -0.9%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.9M -$663K -14,137 -5%
SCP
9
Shorepoint Capital Partners
Massachusetts
$10.6M +$213K +4,536 +2%
SW
10
SkyOak Wealth
Michigan
$10.2M +$962K +20,524 +11%
TW
11
Transform Wealth
Colorado
$7.76M +$2.18M +46,427 +39%
WA
12
Waverly Advisors
Alabama
$6.83M +$218K +4,642 +3%
VWA
13
Visionary Wealth Advisors
Illinois
$6.22M +$6.18M +131,817 New
RWA
14
Roberts Wealth Advisors
California
$6.18M +$6.14M +130,957 New
Osaic Holdings
15
Osaic Holdings
Arizona
$5.69M +$1.11M +23,589 +24%
TCM
16
TD Capital Management
Tennessee
$5.48M +$1.73M +36,871 +47%
PWM
17
Perigon Wealth Management
California
$5.18M +$982K +20,937 +24%
MIA
18
Milestone Investment Advisors
Wisconsin
$4.38M -$338K -7,200 -7%
TWM
19
Tradition Wealth Management
Minnesota
$3.26M -$791K -16,870 -20%
Jane Street
20
Jane Street
New York
$3.19M +$3.17M +67,620 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.08M -$119K -2,535 -4%
NCM
22
Noesis Capital Mangement
Florida
$3M -$87K -1,855 -3%
MCM
23
MAI Capital Management
Ohio
$2.99M -$11.3K -242 -0.4%
UBS Group
24
UBS Group
Switzerland
$2.72M -$41.3K -881 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.71M +$2.13M +45,453 +377%

JSCP Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q1 2025, worth a combined $477M — up 11% from $428M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JSCP positions and 4 closed out — a net gain of 6 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $52.5M. The largest seller was Bridgewealth Advisory Group, cutting an estimated $13.1M.

  • 79 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q1 2025, up from 77 in Q4 2024.
  • Funds reported $477M of JPMorgan Short Duration Core Plus ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 10 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q1 2025 was HB Wealth Management, an estimated $52.5M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.