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JPMorgan Inflation Managed Bond ETF

30 hedge funds and large institutions have $562M invested in JPMorgan Inflation Managed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $2.67M

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

7% more funds holding

Funds holding: 2830 (+2)

6% more capital invested

Capital invested by funds: $528M → $562M (+$33.7M)

1.03% more ownership

Funds ownership: 82.62%83.65% (+1%)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
9
Closed
3
Calls
$4.61M
Puts
$2.67M
Net Calls
+$1.94M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$516M +$16M +337,437 +3%
OFG
2
Oxford Financial Group
Indiana
$17.3M -$231K -4,868 -1%
HF
3
Halpern Financial
Virginia
$10.8M +$259K +5,477 +2%
SRC
4
Sage Rhino Capital
California
$2.99M -$15K -316 -0.5%
KCPG
5
Kavar Capital Partners Group
Kansas
$2.37M +$2.34M +49,292 New
KPWS
6
Kestra Private Wealth Services
Texas
$2.04M +$676K +14,270 +51%
Jane Street
7
Jane Street
New York
$1.87M +$683K +14,419 +59%
Citadel Advisors
8
Citadel Advisors
Florida
$1.66M -$642K -13,557 -28%
FTUS
9
Flow Traders U.S.
New York
$1.1M +$148K +3,131 +16%
LPL Financial
10
LPL Financial
California
$982K -$124K -2,607 -11%
CAL
11
Capital Analysts LLC
Pennsylvania
$697K +$62.9K +1,327 +10%
CFG
12
Citizens Financial Group
Rhode Island
$647K +$6.39K +135 +1%
BFA
13
Bill Few Associates
Pennsylvania
$519K -$73K -1,542 -12%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$489K -$39.4K -831 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$373K +$42.4K +896 +13%
MML Investors Services
16
MML Investors Services
Massachusetts
$328K +$28.2K +595 +10%
NFG
17
Nations Financial Group
Iowa
$237K +$233K +4,927 New
OWM
18
Olympus Wealth Management
Utah
$229K
IWC
19
Integrated Wealth Concepts
Massachusetts
$206K +$203K +4,291 New
UBS Group
20
UBS Group
Switzerland
$205K +$127K +2,673 +167%
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$174K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$122K +$82.9K +1,749 +221%
Osaic Holdings
23
Osaic Holdings
Arizona
$107K -$1.85K -39 -2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$48.1K -$597K -12,600 -93%
OC
25
Oarsman Capital
Wisconsin
$11.5K +$11.4K +240 New