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JPMorgan Inflation Managed Bond ETF

32 hedge funds and large institutions have $774M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $672M → $774M (+$102M)

9.73% more ownership

Funds ownership: 75.03%84.76% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less funds holding

Funds holding: 3832 (-6)

24% less call options, than puts

Call options by funds: $811K | Put options by funds: $1.07M

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
32
Holders Change
-6
Holders Change %
-15.79%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
14
Closed
10
Calls
$811K
Puts
$1.07M
Net Calls
-$257K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$522M -$105M -2,248,682 -17%
Jane Street
2
Jane Street
New York
$196M +$184M +3,953,385 +2,397%
OFG
3
Oxford Financial Group
Indiana
$22.8M -$698K -14,968 -3%
HF
4
Halpern Financial
Virginia
$8.51M +$144K +3,080 +2%
HAIM
5
Hunter Associates Investment Management
Pennsylvania
$5.93M -$1.63M -34,905 -22%
KCPG
6
Kavar Capital Partners Group
Kansas
$5.64M +$5.55M +118,847 New
SRC
7
Sage Rhino Capital
California
$3.08M +$314K +6,739 +12%
LPL Financial
8
LPL Financial
California
$2.12M +$80.1K +1,717 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.36M -$76.6K -1,641 -5%
BFA
10
Bill Few Associates
Pennsylvania
$959K +$148K +3,174 +19%
KPWS
11
Kestra Private Wealth Services
Texas
$840K +$825K +17,682 New
Osaic Holdings
12
Osaic Holdings
Arizona
$740K -$126K -2,691 -15%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$639K
CFG
14
Citizens Financial Group
Rhode Island
$611K +$116K +2,492 +24%
SSW
15
Stone Summit Wealth
Florida
$482K +$73.6K +1,577 +18%
OIA
16
OneDigital Investment Advisors
Kansas
$432K +$425K +9,099 New
KFP
17
KB Financial Partners
New Jersey
$432K -$53.8K -1,152 -11%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$323K +$19.7K +422 +7%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$271K +$267K +5,716 New
IWP
20
IAG Wealth Partners
Wisconsin
$271K -$4.24M -90,812 -94%
MML Investors Services
21
MML Investors Services
Massachusetts
$256K -$24K -515 -9%
CF
22
Centaurus Financial
California
$256K +$19.5K +418 +8%
GCA
23
Gradient Capital Advisors
California
$219K +$215K +4,606 New
UBS Group
24
UBS Group
Switzerland
$211K -$244K -5,235 -54%
Morgan Stanley
25
Morgan Stanley
New York
$55.9K -$11.2K -239 -17%