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JPMorgan Inflation Managed Bond ETF
JCPI

32 hedge funds and large institutions have $366M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $556K

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 32 → 32 (0)

11.95% less ownership

Funds ownership: 84.76% → 72.81% (-12%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

53% less capital invested

Capital invested by funds: $774M → $366M (-$408M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
9
Reduced
13
Closed
2
Calls
$2.37M
Puts
$556K
Net Calls
+$1.82M
Net Calls Change
+$2.08M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$686K
2
BFA
Bill Few Associates
Pennsylvania
+$313K
3
Morgan Stanley
Morgan Stanley
New York
+$233K
4
RIA
Realta Investment Advisors
Delaware
+$229K
5
KPWS
Kestra Private Wealth Services
Texas
+$182K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$202M
2
Jane Street
Jane Street
New York
-$188M
3
OFG
Oxford Financial Group
Indiana
-$2.75M
4
LPL Financial
LPL Financial
California
-$628K
5
KCPG
Kavar Capital Partners Group
Kansas
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
26
IAG Wealth Partners
Wisconsin
$184K -$80.1K -1,712 -30%
UBS Group
27
UBS Group
Switzerland
$105K -$101K -2,168 -49%
Wells Fargo
28
Wells Fargo
California
$48.2K – – –
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$30K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$19.9K +$20.1K +430 New
GRP
31
Global Retirement Partners
California
$4.02K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
– -$46.1K -971 Closed
Fidelity Investments
34
Fidelity Investments
Massachusetts
– -$2.42K -51 Closed
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