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JPMorgan Short Duration Core Plus ETF

91 hedge funds and large institutions have $496M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more funds holding

Funds holding: 7991 (+12)

1.53% more ownership

Funds ownership: 75.18%76.71% (+1.5%)

4% more capital invested

Capital invested by funds: $477M → $496M (+$18.2M)

Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
23
Increased
36
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$88.4M +$28.7M +610,119 +49%
JP Morgan Chase
2
JP Morgan Chase
New York
$66.4M +$1.05M +22,357 +2%
HWM
3
HB Wealth Management
Georgia
$52.7M -$390K -8,288 -0.7%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$32.6M -$931K -19,812 -3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$17.8M +$17.6M +375,075 New
5SA
6
5th Street Advisors
Connecticut
$17.8M -$2.58M -54,934 -13%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$14.6M +$88.5K +1,883 +0.6%
BAG
8
Bridgewealth Advisory Group
California
$14.1M +$13.1M +277,698 +1,425%
RWA
9
Roberts Wealth Advisors
California
$12.7M +$6.39M +135,923 +104%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M -$737K -15,676 -6%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$77.9M -1,657,854 -86%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.5M +$5.74M +122,047 +101%
SW
13
SkyOak Wealth
Michigan
$10.8M +$544K +11,567 +5%
Jane Street
14
Jane Street
New York
$10.3M +$7.01M +149,111 +221%
VWA
15
Visionary Wealth Advisors
Illinois
$8.91M +$2.63M +55,910 +42%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$7.91M +$7.84M +166,761 New
WA
17
Waverly Advisors
Alabama
$6.72M -$145K -3,074 -2%
TCM
18
TD Capital Management
Tennessee
$6.5M +$986K +20,977 +18%
Goldman Sachs
19
Goldman Sachs
New York
$5.88M +$5.83M +124,032 New
PWM
20
Perigon Wealth Management
California
$5.65M +$446K +9,486 +9%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$5.29M +$5.25M +111,557 New
MIA
22
Milestone Investment Advisors
Wisconsin
$4.34M -$58.6K -1,246 -1%
BAM
23
Bellevue Asset Management
Washington
$4.03M +$3.99M +84,916 New
TWM
24
Tradition Wealth Management
Minnesota
$3.24M -$34.7K -739 -1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.07M -$24K -510 -0.8%

JSCP Hedge Fund Activity: Q2 2025 in Review

91 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q2 2025, worth a combined $496M — up 3.8% from $477M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JSCP positions and 9 closed out — a net gain of 14 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $28.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $77.9M.

  • 91 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $496M of JPMorgan Short Duration Core Plus ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 23 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q2 2025 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q2 2025 was EP Wealth Advisors, an estimated $28.7M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $77.9M sold.

Based on aggregated 13F filings for Q2 2025.