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JPMorgan Inflation Managed Bond ETF

32 hedge funds and large institutions have $349M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $1.71M

1.51% more ownership

Funds ownership: 72.81%74.32% (+1.5%)

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

5% less capital invested

Capital invested by funds: $366M → $349M (-$17.1M)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
12
Closed
3
Calls
$2.51M
Puts
$1.71M
Net Calls
+$798K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$293M -$9.24M -201,721 -3%
OFG
2
Oxford Financial Group
Indiana
$18.5M -$462K -10,081 -2%
HF
3
Halpern Financial
Virginia
$8.87M +$613K +13,391 +7%
HAIM
4
Hunter Associates Investment Management
Pennsylvania
$5.34M -$4.3K -94 -0.1%
KCPG
5
Kavar Capital Partners Group
Kansas
$4.56M -$390K -8,515 -8%
Jane Street
6
Jane Street
New York
$3.94M -$1.08M -23,642 -21%
SRC
7
Sage Rhino Capital
California
$2.68M -$211K -4,614 -7%
LPL Financial
8
LPL Financial
California
$1.92M +$521K +11,375 +36%
BFA
9
Bill Few Associates
Pennsylvania
$1.36M +$150K +3,266 +12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.31M -$7.46K -163 -0.6%
KPWS
11
Kestra Private Wealth Services
Texas
$1.14M +$165K +3,601 +17%
Citadel Advisors
12
Citadel Advisors
Florida
$1.03M +$1.04M +22,685 New
CFG
13
Citizens Financial Group
Rhode Island
$586K +$5.45K +119 +0.9%
SSW
14
Stone Summit Wealth
Florida
$573K +$59.3K +1,295 +11%
FTUS
15
Flow Traders U.S.
New York
$477K -$188K -4,097 -28%
OIA
16
OneDigital Investment Advisors
Kansas
$418K +$6.96K +152 +2%
KFP
17
KB Financial Partners
New Jersey
$411K
Osaic Holdings
18
Osaic Holdings
Arizona
$400K -$87.6K -1,914 -18%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$378K +$29.1K +635 +8%
MML Investors Services
20
MML Investors Services
Massachusetts
$366K +$29.2K +638 +9%
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$312K +$316K +6,911 New
GCA
22
Gradient Capital Advisors
California
$287K +$870 +19 +0.3%
HGERS
23
Householder Group Estate & Retirement Specialist
Arizona
$239K +$243K +5,296 New
RIA
24
Realta Investment Advisors
Delaware
$226K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$213K +$46 +1 +0%