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JPMorgan Inflation Managed Bond ETF

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, 6 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
16
Closed
6
Calls
$6M
Puts
$1.36M
Net Calls
+$4.64M
Net Calls Change
+$3.84M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$286M 6,156,659 -324,477 -5%
OFG
2
Oxford Financial Group
Indiana
$17.4M 373,292 -37,018 -9%
HF
3
Halpern Financial
Virginia
$9.15M 196,883 +584 +0.3%
HAIM
4
Hunter Associates Investment Management
Pennsylvania
$4.58M 98,533 -19,582 -17%
SRC
5
Sage Rhino Capital
California
$2.66M 57,134 -2,154 -4%
LPL Financial
6
LPL Financial
California
$1.8M 38,730 -3,840 -9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.35M 28,911 -176 -0.6%
BFA
8
Bill Few Associates
Pennsylvania
$1.24M 26,720 -3,441 -11%
KPWS
9
Kestra Private Wealth Services
Texas
$1.22M 26,145 +982 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$1.06M 22,685
Jane Street
11
Jane Street
New York
$908K 19,512 -67,648 -78%
CFG
12
Citizens Financial Group
Rhode Island
$608K 13,080 +120 +0.9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$375K 8,063 +8,063 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$319K 6,851 -1,521 -18%
MML Investors Services
15
MML Investors Services
Massachusetts
$306K 6,588 -1,516 -19%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$287K 6,165 -746 -11%
RIA
17
Realta Investment Advisors
Delaware
$255K 5,485 +581 +12%
GCA
18
Gradient Capital Advisors
California
$237K 5,100 -1,241 -20%
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$200K 4,309 -987 -19%
Osaic Holdings
20
Osaic Holdings
Arizona
$174K 3,738 -5,120 -58%
CF
21
Centaurus Financial
California
$160K 3,450 -999 -22%
UBS Group
22
UBS Group
Switzerland
$111K 2,380 +109 +5%
IWP
23
IAG Wealth Partners
Wisconsin
$88.3K 1,898 -621 -25%
Morgan Stanley
24
Morgan Stanley
New York
$79.5K 1,710 +445 +35%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$46.6K 1,000 +1,000 New