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JPMorgan Inflation Managed Bond ETF
JCPI

32 hedge funds and large institutions have $349M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $1.71M

1.51% more ownership

Funds ownership: 72.81% → 74.32% (+1.5%)

0% more funds holding

Funds holding: 32 → 32 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

5% less capital invested

Capital invested by funds: $366M → $349M (-$17.1M)

Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
12
Closed
3
Calls
$2.51M
Puts
$1.71M
Net Calls
+$798K
Net Calls Change
-$1.02M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.04M
2
HF
Halpern Financial
Virginia
+$613K
3
LPL Financial
LPL Financial
California
+$521K
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$316K
5
KPWS
Kestra Private Wealth Services
Texas
+$165K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.24M
2
Jane Street
Jane Street
New York
-$1.08M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$621K
4
OFG
Oxford Financial Group
Indiana
-$462K
5
KCPG
Kavar Capital Partners Group
Kansas
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$201K +$8.01K +175 +4%
IWP
27
IAG Wealth Partners
Wisconsin
$114K -$67.5K -1,474 -37%
UBS Group
28
UBS Group
Switzerland
$103K – – –
Morgan Stanley
29
Morgan Stanley
New York
$57.2K -$224K -4,891 -79%
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$24.9K -$4.58K -100 -15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4K – – –
GRP
32
Global Retirement Partners
California
$3.89K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
– -$621K -13,448 Closed
Wells Fargo
34
Wells Fargo
California
– -$48.2K -1,044 Closed
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
– -$19.9K -430 Closed
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