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JPMorgan Short Duration Core Plus ETF
JSCP

Overview Fund Activity

78 hedge funds and large institutions have $476M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+1
Holders Change %
+1.3%
% 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
34
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$52.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$25.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.5M
4
VWA
Visionary Wealth Advisors
Illinois
+$6.22M
5
RWA
Roberts Wealth Advisors
California
+$6.18M

Top Sellers

1
BAG
Bridgewealth Advisory Group
California
-$13.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
3
LPL Financial
LPL Financial
California
-$2.1M
4
TWM
Tradition Wealth Management
Minnesota
-$796K
5
HighTower Advisors
HighTower Advisors
Illinois
-$667K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$90.5M +$5.5M +116,400 +6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$65M +$7.5M +158,859 +13%
EWA
3
EP Wealth Advisors
California
$59.2M +$1.13M +23,991 +2%
HWM
4
HB Wealth Management
Georgia
$52.9M +$52.9M +1,119,948 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$33.3M +$25.1M +532,598 +307%
5SA
6
5th Street Advisors
Connecticut
$20.3M +$185K +3,923 +0.9%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$14.4M -$125K -2,650 -0.9%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.9M -$667K -14,137 -5%
SCP
9
Shorepoint Capital Partners
Massachusetts
$10.6M +$214K +4,536 +2%
SW
10
SkyOak Wealth
Michigan
$10.2M +$969K +20,524 +11%
TW
11
Transform Wealth
Colorado
$7.76M +$2.19M +46,427 +39%
WA
12
Waverly Advisors
Alabama
$6.83M +$219K +4,642 +3%
VWA
13
Visionary Wealth Advisors
Illinois
$6.22M +$6.22M +131,817 New
RWA
14
Roberts Wealth Advisors
California
$6.18M +$6.18M +130,957 New
Osaic Holdings
15
Osaic Holdings
Arizona
$5.69M +$1.11M +23,589 +24%
TCM
16
TD Capital Management
Tennessee
$5.48M +$1.74M +36,871 +47%
PWM
17
Perigon Wealth Management
California
$5.18M +$988K +20,937 +24%
MIA
18
Milestone Investment Advisors
Wisconsin
$4.38M -$340K -7,200 -7%
TWM
19
Tradition Wealth Management
Minnesota
$3.26M -$796K -16,870 -20%
Jane Street
20
Jane Street
New York
$3.19M +$3.19M +67,620 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.08M -$120K -2,535 -4%
NCM
22
Noesis Capital Mangement
Florida
$3M -$87.6K -1,855 -3%
MCM
23
MAI Capital Management
Ohio
$2.99M -$11.4K -242 -0.4%
UBS Group
24
UBS Group
Switzerland
$2.72M -$41.6K -881 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.72M +$2.15M +45,453 +377%
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