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JPMorgan Short Duration Core Plus ETF

107 hedge funds and large institutions have $649M invested in JPMorgan Short Duration Core Plus ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

29% more capital invested

Capital invested by funds: $504M → $649M (+$145M)

16% more funds holding

Funds holding: 92107 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.28% less ownership

Funds ownership: 58.09%56.82% (-1.3%)

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
54
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$102M +$102M +2,138,160 New
JP Morgan Chase
2
JP Morgan Chase
New York
$85.3M +$2.64M +55,424 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$42.7M +$2.54M +53,273 +6%
HWM
4
HB Wealth Management
Georgia
$39.7M -$3.04M -63,784 -7%
RWA
5
Roberts Wealth Advisors
California
$23.6M +$5.97M +125,393 +34%
AC
6
Apella Capital
Connecticut
$22M +$620K +13,019 +3%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$19.4M +$781K +16,414 +4%
5SA
8
5th Street Advisors
Connecticut
$17.5M -$91.6K -1,924 -0.5%
BAG
9
Bridgewealth Advisory Group
California
$16.9M +$2.38M +50,050 +16%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$16.1M +$646K +13,566 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$16M -$6.69M -140,500 -29%
HighTower Advisors
12
HighTower Advisors
Illinois
$15.1M +$2.29M +48,038 +18%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$470K +9,869 +4%
TCM
14
TD Capital Management
Tennessee
$13.3M +$3.01M +63,310 +29%
SW
15
SkyOak Wealth
Michigan
$12.9M +$1.33M +28,032 +12%
SFM
16
Signet Financial Management
New Jersey
$12.5M +$924K +19,414 +8%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$11.8M +$11.8M +247,249 New
AF
18
Allworth Financial
California
$11.1M +$11.1M +233,227 New
Raymond James Financial
19
Raymond James Financial
Florida
$9.72M +$7.57M +159,088 +351%
Citadel Advisors
20
Citadel Advisors
Florida
$9.23M +$7.92M +166,376 +598%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$8.07M +$8.07M +169,638 New
MSFS
22
Main Street Financial Solutions
Pennsylvania
$6.87M +$1.09M +22,917 +19%
WA
23
Waverly Advisors
Alabama
$6.8M +$55.6K +1,169 +0.8%
UBS Group
24
UBS Group
Switzerland
$6.18M +$3.13M +65,800 +103%
VWA
25
Visionary Wealth Advisors
Illinois
$5.88M -$1.68M -35,328 -22%