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JPMorgan Inflation Managed Bond ETF
JCPI

29 hedge funds and large institutions have $331M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $6M | Put options by funds: $1.36M

2.01% less ownership

Funds ownership: 74.32% → 72.31% (-2%)

5% less capital invested

Capital invested by funds: $349M → $331M (-$18.1M)

9% less funds holding

Funds holding: 32 → 29 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
16
Closed
6
Calls
$6M
Puts
$1.36M
Net Calls
+$4.63M
Net Calls Change
+$3.84M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$366K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.4K
3
KPWS
Kestra Private Wealth Services
Texas
+$44.6K
4
HF
Halpern Financial
Virginia
+$26.5K
5
RIA
Realta Investment Advisors
Delaware
+$26.4K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$14.7M
2
KCPG
Kavar Capital Partners Group
Kansas
-$4.56M
3
Jane Street
Jane Street
New York
-$3.07M
4
OFG
Oxford Financial Group
Indiana
-$1.68M
5
HAIM
Hunter Associates Investment Management
Pennsylvania
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$18.6K +$18.1K +399 New
GRP
27
Global Retirement Partners
California
$4.05K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$47 +$45 +1 New
KCPG
30
Kavar Capital Partners Group
Kansas
– -$4.56M -100,783 Closed
SSW
31
Stone Summit Wealth
Florida
– -$573K -12,677 Closed
FTUS
32
Flow Traders U.S.
New York
– -$477K -10,552 Closed
OIA
33
OneDigital Investment Advisors
Kansas
– -$418K -9,251 Closed
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
– -$213K -4,714 Closed
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
– -$24.9K -550 Closed
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