JPMorgan Inflation Managed Bond ETF
JCPI
26 hedge funds and large institutions have $551M invested in JPMorgan Inflation Managed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.
67% more capital invested
Capital invested by funds: $331M → $551M (+$220M)
34% more call options, than puts
Call options by funds: $5.58M | Put options by funds: $4.16M
10.32% more ownership
Funds ownership: 72.31% → 82.63% (+10%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
10% less funds holding
Funds holding: 29 → 26 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$215M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.7M |
| 3 |
Jane Street
New York
|
+$1.03M |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
+$556K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.34M |
| 2 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$462K |
| 3 |
LPL Financial
San Diego,
California
|
-$381K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$375K |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $1.73K | -$2.32K | -50 | -57% |
|
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.34M | -28,911 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$375K | -8,063 | Closed |
|
|
PIWA
29
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| – | -$287K | -6,165 | Closed |
|
|
CF
30
Centaurus Financial
Anaheim,
California
| – | -$160K | -3,450 | Closed |
|
31
Citigroup
New York
| – | -$18.6K | -399 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$47 | -1 | Closed |
|
JCPI Hedge Fund Activity: Q1 2024 in Review
26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Inflation Managed Bond ETF (JCPI) for Q1 2024, worth a combined $551M — up 67% from $331M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JCPI and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was JP Morgan Chase, adding an estimated $215M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.34M sold.
- 26 institutional investors held JPMorgan Inflation Managed Bond ETF (JCPI) as of Q1 2024, down from 29 in Q4 2023.
- Funds reported $551M of JPMorgan Inflation Managed Bond ETF stock for Q1 2024, up 67% quarter-over-quarter.
- 3 funds opened new JPMorgan Inflation Managed Bond ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
- The largest JPMorgan Inflation Managed Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $215M added.
- The largest JPMorgan Inflation Managed Bond ETF seller in Q1 2024 was Cambridge Investment Research Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2024.