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JPMorgan Inflation Managed Bond ETF

38 hedge funds and large institutions have $672M invested in JPMorgan Inflation Managed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3738 (+1)

0.54% more ownership

Funds ownership: 74.49%75.03% (+0.54%)

4% less capital invested

Capital invested by funds: $703M → $672M (-$31M)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

75% less call options, than puts

Call options by funds: $61K | Put options by funds: $244K

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
9
Reduced
15
Closed
5
Calls
$61K
Puts
$244K
Net Calls
-$183K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$607M -$31.1M -671,811 -5%
OFG
2
Oxford Financial Group
Indiana
$22.7M -$1.71M -37,051 -7%
HF
3
Halpern Financial
Virginia
$8.07M +$333K +7,190 +4%
Jane Street
4
Jane Street
New York
$7.56M +$4.83M +104,508 +173%
HAIM
5
Hunter Associates Investment Management
Pennsylvania
$7.33M -$115K -2,486 -2%
IWP
6
IAG Wealth Partners
Wisconsin
$4.43M -$1.64M -35,545 -27%
SRC
7
Sage Rhino Capital
California
$2.66M +$2.69M +58,057 New
LPL Financial
8
LPL Financial
California
$1.97M -$235K -5,074 -11%
FTUS
9
Flow Traders U.S.
New York
$1.54M -$9.7M -209,770 -86%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.39M -$808K -17,476 -37%
Osaic Holdings
11
Osaic Holdings
Arizona
$839K -$159K -3,442 -16%
BFA
12
Bill Few Associates
Pennsylvania
$781K +$2.08K +45 +0.3%
KAS
13
Kestra Advisory Services
Texas
$651K +$656K +14,193 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$617K
Citadel Advisors
15
Citadel Advisors
Florida
$490K -$170K -3,677 -26%
CFG
16
Citizens Financial Group
Rhode Island
$477K -$4.3K -93 -0.9%
KFP
17
KB Financial Partners
New Jersey
$470K -$8.37K -181 -2%
UBS Group
18
UBS Group
Switzerland
$444K +$38.6K +834 +9%
SSW
19
Stone Summit Wealth
Florida
$393K +$77.3K +1,672 +24%
OMC
20
Old Mission Capital
Illinois
$324K +$326K +7,059 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$299K -$91.4K -1,977 -23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$292K +$23.7K +513 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$271K +$24K +520 +10%
CF
24
Centaurus Financial
California
$228K +$22.6K +488 +11%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$202K -$109K -2,350 -35%