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JPMorgan Inflation Managed Bond ETF

31 hedge funds and large institutions have $541M invested in JPMorgan Inflation Managed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $5.75M | Put options by funds: $2.17M

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 3031 (+1)

4% less capital invested

Capital invested by funds: $562M → $541M (-$20.8M)

2.46% less ownership

Funds ownership: 83.65%81.18% (-2.5%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
6
Closed
7
Calls
$5.75M
Puts
$2.17M
Net Calls
+$3.59M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$486M -$17.1M -362,768 -3%
OFG
2
Oxford Financial Group
Indiana
$15.7M -$1.17M -24,693 -7%
MCM
3
MAI Capital Management
Ohio
$10.9M +$11M +233,728 New
UBS Group
4
UBS Group
Switzerland
$6.74M +$6.61M +139,840 +3,269%
Raymond James Financial
5
Raymond James Financial
Florida
$4.84M +$4.88M +103,408 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.91M +$2.94M +62,136 New
SRC
7
Sage Rhino Capital
California
$2.74M -$173K -3,668 -6%
KPWS
8
Kestra Private Wealth Services
Texas
$2.3M +$309K +6,544 +15%
Citadel Advisors
9
Citadel Advisors
Florida
$1.62M +$331 +7 +0%
CCFM
10
Clear Creek Financial Management
Washington
$1.2M +$1.21M +25,549 New
LPL Financial
11
LPL Financial
California
$826K -$133K -2,809 -14%
CAL
12
Capital Analysts LLC
Pennsylvania
$814K +$136K +2,879 +20%
CFG
13
Citizens Financial Group
Rhode Island
$636K +$5.95K +126 +0.9%
BFA
14
Bill Few Associates
Pennsylvania
$618K +$113K +2,395 +22%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$553K +$76.7K +1,624 +16%
Jane Street
16
Jane Street
New York
$418K -$1.41M -29,932 -77%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$303K +$305K +6,465 New
CF
18
Collier Financial
Colorado
$282K +$285K +6,023 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$238K -$127K -2,694 -35%
NFG
20
Nations Financial Group
Iowa
$231K
WCM
21
WealthTrak Capital Management
Virginia
$227K +$229K +4,846 New
OWM
22
Olympus Wealth Management
Utah
$223K
Osaic Holdings
23
Osaic Holdings
Arizona
$141K +$37.9K +803 +36%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$137K +$18.1K +383 +15%
MCM
25
Mainstream Capital Management
California
$33K +$33.4K +706 New