We are live on ! Find out more
JCPI icon

JPMorgan Inflation Managed Bond ETF

32 hedge funds and large institutions have $366M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $556K

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 3232 (0)

11.95% less ownership

Funds ownership: 84.76%72.81% (-12%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

53% less capital invested

Capital invested by funds: $774M → $366M (-$408M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
9
Reduced
13
Closed
2
Calls
$2.37M
Puts
$556K
Net Calls
+$1.82M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$309M -$202M -4,310,564 -39%
OFG
2
Oxford Financial Group
Indiana
$19.4M -$2.75M -58,814 -12%
HF
3
Halpern Financial
Virginia
$8.45M +$177K +3,779 +2%
HAIM
4
Hunter Associates Investment Management
Pennsylvania
$5.46M -$316K -6,750 -5%
Jane Street
5
Jane Street
New York
$5.12M -$188M -4,007,489 -97%
KCPG
6
Kavar Capital Partners Group
Kansas
$5.05M -$447K -9,549 -8%
SRC
7
Sage Rhino Capital
California
$2.95M -$41.8K -894 -1%
LPL Financial
8
LPL Financial
California
$1.44M -$628K -13,417 -30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.35M +$31.9K +681 +2%
BFA
10
Bill Few Associates
Pennsylvania
$1.24M +$313K +6,694 +33%
KPWS
11
Kestra Private Wealth Services
Texas
$996K +$182K +3,880 +22%
FTUS
12
Flow Traders U.S.
New York
$676K +$686K +14,649 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$621K
CFG
14
Citizens Financial Group
Rhode Island
$593K -$983 -21 -0.2%
SSW
15
Stone Summit Wealth
Florida
$526K +$57.7K +1,232 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$495K -$226K -4,833 -31%
OIA
17
OneDigital Investment Advisors
Kansas
$420K
KFP
18
KB Financial Partners
New Jersey
$420K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$357K +$44.3K +946 +14%
MML Investors Services
20
MML Investors Services
Massachusetts
$345K +$96.7K +2,066 +38%
GCA
21
Gradient Capital Advisors
California
$292K +$80.3K +1,716 +37%
Morgan Stanley
22
Morgan Stanley
New York
$284K +$233K +4,979 +423%
RIA
23
Realta Investment Advisors
Delaware
$226K +$229K +4,904 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$218K -$58.2K -1,244 -21%
CF
25
Centaurus Financial
California
$197K -$52.3K -1,118 -21%