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JPMorgan Short Duration Core Plus ETF

92 hedge funds and large institutions have $504M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

1% more funds holding

Funds holding: 9192 (+1)

2% more capital invested

Capital invested by funds: $496M → $504M (+$8.07M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

18.62% less ownership

Funds ownership: 76.71%58.09% (-19%)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
49
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$82.8M +$16.1M +340,343 +24%
HWM
2
HB Wealth Management
Georgia
$42.8M -$10.1M -212,522 -19%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$40.2M +$7.47M +157,700 +23%
Osaic Holdings
4
Osaic Holdings
Arizona
$22.7M +$11.1M +233,885 +96%
AC
5
Apella Capital
Connecticut
$21.4M +$21.3M +449,839 New
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$18.7M +$826K +17,436 +5%
RWA
7
Roberts Wealth Advisors
California
$17.7M +$4.97M +104,853 +39%
5SA
8
5th Street Advisors
Connecticut
$17.6M -$235K -4,962 -1%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$15.5M +$829K +17,497 +6%
BAG
10
Bridgewealth Advisory Group
California
$14.5M +$340K +7,165 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$13M +$12.9M +272,513 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$12.9M +$581K +12,263 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$12.8M +$518K +10,926 +4%
SFM
14
Signet Financial Management
New Jersey
$11.6M +$11M +233,030 +2,045%
SW
15
SkyOak Wealth
Michigan
$11.6M +$782K +16,496 +7%
SCP
16
Shorepoint Capital Partners
Massachusetts
$10.6M +$10.6M +223,025 New
Goldman Sachs
17
Goldman Sachs
New York
$10.5M +$4.53M +95,606 +77%
TCM
18
TD Capital Management
Tennessee
$10.3M +$3.79M +79,977 +58%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$9.96M +$2.01M +42,410 +25%
VWA
20
Visionary Wealth Advisors
Illinois
$7.57M -$1.36M -28,659 -15%
WA
21
Waverly Advisors
Alabama
$6.75M +$5.55K +117 +0.1%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$5.78M +$3.6M +75,988 +167%
PWM
23
Perigon Wealth Management
California
$5.43M -$238K -5,011 -4%
MIA
24
Milestone Investment Advisors
Wisconsin
$4.54M +$190K +4,010 +4%
BAM
25
Bellevue Asset Management
Washington
$4.45M +$403K +8,511 +10%

JSCP Hedge Fund Activity: Q3 2025 in Review

92 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Short Duration Core Plus ETF (JSCP) for Q3 2025, worth a combined $504M — up 1.6% from $496M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JSCP positions and 11 closed out — a net gain of 4 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Apella Capital, opening a new position worth an estimated $21.3M. The largest seller was HB Wealth Management, cutting an estimated $10.1M.

  • 92 institutional investors held JPMorgan Short Duration Core Plus ETF (JSCP) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $504M of JPMorgan Short Duration Core Plus ETF stock for Q3 2025, up 1.6% quarter-over-quarter.
  • 15 funds opened new JPMorgan Short Duration Core Plus ETF positions in Q3 2025 and 11 closed out, a net change of +4 holders.
  • The largest JPMorgan Short Duration Core Plus ETF buyer in Q3 2025 was Apella Capital, an estimated $21.3M added.
  • The largest JPMorgan Short Duration Core Plus ETF seller in Q3 2025 was HB Wealth Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2025.