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JPMorgan Inflation Managed Bond ETF

37 hedge funds and large institutions have $703M invested in JPMorgan Inflation Managed Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

37% more funds holding

Funds holding: 2737 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.83% less ownership

Funds ownership: 75.31%74.49% (-0.83%)

11% less capital invested

Capital invested by funds: $794M → $703M (-$91.1M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
9
Reduced
11
Closed
3
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
$632M -$22.3M -462,714 -3%
OFG
2
Oxford Financial Group
Indiana
$24.1M -$344K -7,127 -1%
FTUS
3
Flow Traders U.S.
New York
$11.1M +$11.7M +243,468 New
HF
4
Halpern Financial
Virginia
$7.67M +$98.9K +2,050 +1%
HAIM
5
Hunter Associates Investment Management
Pennsylvania
$7.37M -$598K -12,390 -7%
IWP
6
IAG Wealth Partners
Wisconsin
$6M -$1.34M -27,694 -17%
Jane Street
7
Jane Street
New York
$2.74M -$28.8M -595,839 -91%
LPL Financial
8
LPL Financial
California
$2.18M -$156K -3,234 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.17M -$187K -3,883 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$986K +$602K +12,477 +135%
BFA
11
Bill Few Associates
Pennsylvania
$771K +$21.8K +451 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$725K +$382K +7,916 +98%
Citadel Advisors
13
Citadel Advisors
Florida
$653K +$694K +14,372 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$611K +$649K +13,448 New
CFG
15
Citizens Financial Group
Rhode Island
$475K +$6.32K +131 +1%
KFP
16
KB Financial Partners
New Jersey
$474K +$503K +10,432 New
UBS Group
17
UBS Group
Switzerland
$402K +$64.8K +1,342 +18%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$386K +$10K +208 +3%
SSW
19
Stone Summit Wealth
Florida
$313K +$110K +2,271 +49%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$307K -$48.3K -1,000 -13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$266K +$283K +5,856 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$254K +$270K +5,592 New
HGERS
23
Householder Group Estate & Retirement Specialist
Arizona
$246K +$262K +5,432 New
MML Investors Services
24
MML Investors Services
Massachusetts
$245K +$260K +5,395 New
OWM
25
Olympus Wealth Management
Utah
$216K +$230K +4,763 New