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JPMorgan Inflation Managed Bond ETF

26 hedge funds and large institutions have $551M invested in JPMorgan Inflation Managed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $331M → $551M (+$220M)

34% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $4.16M

10.32% more ownership

Funds ownership: 72.31%82.63% (+10%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

10% less funds holding

Funds holding: 2926 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
6
Calls
$5.58M
Puts
$4.16M
Net Calls
+$1.42M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$505M +$215M +4,625,378 +75%
OFG
2
Oxford Financial Group
Indiana
$17M -$462K -9,936 -3%
HF
3
Halpern Financial
Virginia
$9.71M +$556K +11,970 +6%
HAIM
4
Hunter Associates Investment Management
Pennsylvania
$4.62M
SRC
5
Sage Rhino Capital
California
$2.89M +$210K +4,526 +8%
Citadel Advisors
6
Citadel Advisors
Florida
$2.77M +$1.7M +36,512 +161%
Jane Street
7
Jane Street
New York
$1.95M +$1.03M +22,106 +113%
LPL Financial
8
LPL Financial
California
$1.43M -$381K -8,209 -21%
KPWS
9
Kestra Private Wealth Services
Texas
$1.29M +$65.8K +1,417 +5%
BFA
10
Bill Few Associates
Pennsylvania
$1.22M -$29.7K -640 -2%
CFG
11
Citizens Financial Group
Rhode Island
$617K +$3.81K +82 +0.6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$500K +$496K +10,680 New
CAN
13
Cetera Advisor Networks
California
$386K +$383K +8,232 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$321K +$93 +2 +0%
MML Investors Services
15
MML Investors Services
Massachusetts
$292K -$16.7K -360 -5%
RIA
16
Realta Investment Advisors
Delaware
$257K
GCA
17
Gradient Capital Advisors
California
$240K +$651 +14 +0.3%
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$198K -$3.67K -79 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$117K -$57.6K -1,239 -33%
UBS Group
20
UBS Group
Switzerland
$78.9K -$32.3K -696 -29%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$46.8K
Morgan Stanley
22
Morgan Stanley
New York
$36.4K -$43.4K -934 -55%
IWP
23
IAG Wealth Partners
Wisconsin
$30.5K -$58K -1,248 -66%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$30.4K +$30.2K +649 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4K

JCPI Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Inflation Managed Bond ETF (JCPI) for Q1 2024, worth a combined $551M — up 67% from $331M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JCPI and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was JP Morgan Chase, adding an estimated $215M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.34M sold.

  • 26 institutional investors held JPMorgan Inflation Managed Bond ETF (JCPI) as of Q1 2024, down from 29 in Q4 2023.
  • Funds reported $551M of JPMorgan Inflation Managed Bond ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 3 funds opened new JPMorgan Inflation Managed Bond ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
  • The largest JPMorgan Inflation Managed Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $215M added.
  • The largest JPMorgan Inflation Managed Bond ETF seller in Q1 2024 was Cambridge Investment Research Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2024.