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JPMorgan Short Duration Core Plus ETF

123 hedge funds and large institutions have $759M invested in JPMorgan Short Duration Core Plus ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more capital invested

Capital invested by funds: $649M → $759M (+$110M)

15% more funds holding

Funds holding: 107123 (+16)

1.97% less ownership

Funds ownership: 56.82%54.85% (-2%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
25
Increased
56
Reduced
30
Closed
6
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
$121M +$37M +778,129 +43%
EWA
2
EP Wealth Advisors
California
$105M +$3.86M +81,241 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$43.9M +$1.43M +30,031 +3%
HWM
4
HB Wealth Management
Georgia
$35.6M -$3.96M -83,268 -10%
RWA
5
Roberts Wealth Advisors
California
$27.8M +$4.29M +90,247 +18%
MA
6
MCF Advisors
Kentucky
$24.1M +$24.2M +509,014 New
AC
7
Apella Capital
Connecticut
$20.4M -$1.53M -32,202 -7%
HighTower Advisors
8
HighTower Advisors
Illinois
$18.3M +$3.32M +69,801 +22%
CA
9
CGN Advisors
Kansas
$18.3M +$18.1M +380,820 +6,434%
5SA
10
5th Street Advisors
Connecticut
$18.2M +$846K +17,793 +5%
BAG
11
Bridgewealth Advisory Group
California
$17.6M +$860K +18,094 +5%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$16.5M +$435K +9,158 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.9M +$8.94K +188 +0.1%
IWC
14
Integrated Wealth Concepts
Massachusetts
$15.6M +$15.7M +330,619 New
TCM
15
TD Capital Management
Tennessee
$15.2M +$1.98M +41,619 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$14.1M +$4.46M +93,764 +46%
SW
17
SkyOak Wealth
Michigan
$13.8M +$963K +20,261 +7%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$13.2M -$6.13M -129,028 -32%
SF
19
Summit Financial
New Jersey
$13.2M +$13.3M +279,158 New
SFM
20
Signet Financial Management
New Jersey
$13.1M +$672K +14,145 +5%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$12.1M +$388K +8,168 +3%
AF
22
Allworth Financial
California
$11.8M +$728K +15,310 +7%
UBS Group
23
UBS Group
Switzerland
$8.68M +$2.55M +53,718 +41%
WA
24
Waverly Advisors
Alabama
$6.63M -$130K -2,734 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$6.03M -$7.33M -154,135 -55%