JPMorgan Inflation Managed Bond ETF
JCPI
29 hedge funds and large institutions have $331M invested in JPMorgan Inflation Managed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 6 closing their positions.
340% more call options, than puts
Call options by funds: $6M | Put options by funds: $1.36M
2.02% less ownership
Funds ownership: 74.32% → 72.3% (-2%)
5% less capital invested
Capital invested by funds: $349M → $331M (-$18.1M)
9% less funds holding
Funds holding: 32 → 29 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
71% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$366K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.4K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$44.6K |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
+$26.5K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.7M |
| 2 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$4.56M |
| 3 |
Jane Street
New York
|
-$3.07M |
| 4 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$1.68M |
| 5 |
HAIM
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
-$889K |
JCPI Hedge Fund Activity: Q4 2023 in Review
29 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Inflation Managed Bond ETF (JCPI) for Q4 2023, worth a combined $331M — down 5.2% from $349M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JCPI and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $366K. The largest seller was JP Morgan Chase, cutting an estimated $14.7M.
- 29 institutional investors held JPMorgan Inflation Managed Bond ETF (JCPI) as of Q4 2023, down from 32 in Q3 2023.
- Funds reported $331M of JPMorgan Inflation Managed Bond ETF stock for Q4 2023, down 5.2% quarter-over-quarter.
- 4 funds opened new JPMorgan Inflation Managed Bond ETF positions in Q4 2023 and 6 closed out, a net change of -2 holders.
- The largest JPMorgan Inflation Managed Bond ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $366K added.
- The largest JPMorgan Inflation Managed Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2023.