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JPMorgan Short Duration Core Plus ETF

90 hedge funds and large institutions have $487M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.21%
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
34
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1
EP Wealth Advisors
California
$88.4M +$28.9M +610,119 +49%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$66.4M +$1.06M +22,357 +2%
HWM
3
HB Wealth Management
Georgia
$52.7M -$393K -8,288 -0.7%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$32.6M -$940K -19,812 -3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$17.8M +$17.8M +375,075 New
5SA
6
5th Street Advisors
Connecticut
$17.8M -$2.61M -54,934 -13%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$14.6M +$89.3K +1,883 +0.6%
BAG
8
Bridgewealth Advisory Group
California
$14.1M +$13.2M +277,698 +1,425%
RWA
9
Roberts Wealth Advisors
California
$12.7M +$6.45M +135,923 +104%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M -$744K -15,676 -6%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$78.1M -1,657,854 -86%
SW
12
SkyOak Wealth
Michigan
$10.8M +$549K +11,567 +5%
Jane Street
13
Jane Street
New York
$10.3M +$7.07M +149,111 +221%
VWA
14
Visionary Wealth Advisors
Illinois
$8.91M +$2.65M +55,910 +42%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$7.91M +$7.91M +166,761 New
WA
16
Waverly Advisors
Alabama
$6.72M -$146K -3,074 -2%
TCM
17
TD Capital Management
Tennessee
$6.5M +$995K +20,977 +18%
Goldman Sachs
18
Goldman Sachs
New York
$5.88M +$5.88M +124,032 New
PWM
19
Perigon Wealth Management
California
$5.65M +$450K +9,486 +9%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$5.29M +$5.29M +111,557 New
Osaic Holdings
21
Osaic Holdings
Arizona
$4.51M -$1.19M -25,137 -21%
MIA
22
Milestone Investment Advisors
Wisconsin
$4.34M -$59.1K -1,246 -1%
BAM
23
Bellevue Asset Management
Washington
$4.03M +$4.03M +84,916 New
TWM
24
Tradition Wealth Management
Minnesota
$3.24M -$35.1K -739 -1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.07M -$24.2K -510 -0.8%