JPMorgan Inflation Managed Bond ETF (JCPI) Institutional Ownership

$46.09
-0.01 (-0.02%)
(As of 04/22/2024 ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Inflation Managed Bond ETF (BATS:JCPI)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$3.92M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$218.03M
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JCPI Institutional Buying and Selling by Quarter

JPMorgan Inflation Managed Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2024 Halpern Financial Inc.208,853$9.71M2.8%+6.1%0.000%
2/26/2024Centaurus Financial Inc.3,450$160K0.0%-22.5%0.000%
2/15/2024Oxford Financial Group LTD. LLC373,292$17.36M1.3%-9.0%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC6,165$287K0.1%-10.8%0.000%
2/5/2024Sage Rhino Capital LLC57,134$2.66M0.7%-3.6%0.000%
2/5/2024Kestra Private Wealth Services LLC26,145$1.22M0.0%+3.9%0.000%
2/1/2024Gradient Capital Advisors LLC5,100$237K0.1%-19.6%0.000%
1/31/2024Hunter Associates Investment Management LLC98,533$4.58M0.8%-16.6%0.000%
1/19/2024Realta Investment Advisors5,485$255K0.1%+11.8%0.000%
1/19/2024 Halpern Financial Inc.196,883$9.15M2.8%+0.3%0.000%
1/17/2024Bill Few Associates Inc.26,720$1.24M0.6%-11.4%0.000%
11/15/2023JPMorgan Chase & Co.6,481,136$292.95M0.0%-3.0%0.000%
11/8/2023Kestra Private Wealth Services LLC25,163$1.14M0.0%+16.7%0.000%
11/6/2023Kavar Capital Partners Group LLC100,783$4.56M1.0%-7.8%0.000%
10/26/2023Sage Rhino Capital LLC59,288$2.68M0.7%-7.2%0.000%
10/25/2023Stone Point Wealth LLC12,677$573K0.2%+11.4%0.000%
10/20/2023Bill Few Associates Inc.30,161$1.36M0.7%+12.1%0.000%
10/10/2023 Halpern Financial Inc.196,299$8.87M3.1%+7.3%0.000%
9/21/2023 Halpern Financial Inc.182,908$8.45M2.9%+2.1%0.000%
8/11/2023JPMorgan Chase & Co.6,682,857$308.61M0.0%-39.2%0.000%
8/10/2023Oxford Financial Group Ltd.420,391$19.41M1.8%-12.3%0.000%
8/9/2023Flow Traders U.S. LLC14,649$676K0.0%N/A0.000%
8/9/2023Coastal Investment Advisors Inc.4,904$226K0.0%N/A0.000%
8/8/2023Kestra Private Wealth Services LLC21,562$996K0.0%+21.9%0.000%
8/3/2023Hunter Associates Investment Management LLC118,209$5.46M1.1%-5.4%0.000%
7/31/2023LPL Financial LLC31,195$1.44M0.0%-30.1%0.000%
7/31/2023Sage Rhino Capital LLC63,902$2.95M0.8%-1.4%0.000%
7/26/2023Stone Point Wealth LLC11,382$526K0.2%+12.1%0.000%
7/19/2023Gradient Capital Advisors LLC6,322$292K0.1%+37.3%0.000%
7/18/2023Bill Few Associates Inc.26,895$1.24M0.6%+33.1%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.29,250$1.35M0.0%+2.4%0.000%
5/12/2023Oxford Financial Group Ltd.479,205$22.76M2.6%-3.0%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.28,569$1.36M0.0%-5.4%0.000%
5/10/2023Citizens Financial Group Inc RI12,862$611K0.0%+24.0%0.000%
5/10/2023Resources Investment Advisors LLC.9,099$432K0.0%N/A0.000%
5/2/2023Hunter Associates Investment Management LLC124,959$5.94M1.3%-21.8%0.000%
4/21/2023Sage Rhino Capital LLC64,796$3.08M0.9%+11.6%0.000%
4/20/2023Stone Point Wealth LLC10,150$482K0.2%+18.4%0.000%
4/18/2023Gradient Capital Advisors LLC4,606$219K0.1%N/A0.000%
4/17/2023Bill Few Associates Inc.20,201$959K0.5%+18.6%0.000%
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3/6/2023OLD Mission Capital LLC7,059$324K0.0%N/A0.000%
2/14/2023Oxford Financial Group Ltd.494,173$22.66M2.6%-7.0%0.000%
2/13/2023JPMorgan Chase & Co.13,242,103$607.15M0.1%-4.8%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.30,210$1.39M0.0%-36.6%0.000%
2/7/2023Commonwealth Equity Services LLC6,527$299K0.0%-23.2%0.000%
2/7/2023LPL Financial LLC42,895$1.97M0.0%-10.6%0.000%
2/7/2023Envestnet Asset Management Inc.6,369$292K0.0%+8.8%0.000%
2/1/2023Hunter Associates Investment Management LLC159,864$7.33M1.8%-1.5%0.000%
2/1/2023Sage Rhino Capital LLC58,057$2.66M0.8%N/A0.000%
1/31/2023Kestra Advisory Services LLC14,193$651K0.0%N/A0.000%
1/20/2023Stone Point Wealth LLC8,573$393K0.2%+24.2%0.000%
11/15/2022Flow Traders U.S. LLC243,468$11.06M0.6%N/A0.000%
11/15/2022Cary Street Partners Investment Advisory LLC6,750$307K0.0%-12.9%0.000%
11/14/2022MML Investors Services LLC5,395$245K0.0%N/A0.000%
11/3/2022Stone Point Wealth LLC6,901$313K0.2%+49.0%0.000%
11/2/2022Hunter Associates Investment Management LLC162,350$7.37M1.9%-7.1%0.000%
11/2/2022Oxford Financial Group Ltd.531,224$24.12M3.6%-1.3%0.000%
10/27/2022Coastal Investment Advisors Inc.3,617$164K0.0%N/A0.000%
10/25/2022Raymond James Financial Services Advisors Inc.5,592$254K0.0%N/A0.000%
10/21/2022Ronald Blue Trust Inc.2,985$144K0.0%N/A0.000%
10/17/2022Cambridge Investment Research Advisors Inc.47,686$2.17M0.0%-7.5%0.000%
10/13/2022Bill Few Associates Inc.16,982$771K0.5%+2.7%0.000%
8/13/2022Kavar Capital Partners Group LLC151,489$7.32M1.7%N/A0.000%
8/11/2022JPMorgan Chase & Co.14,376,628$694.25M0.1%N/A0.000%
8/10/2022Hunter Associates Investment Management LLC174,740$8.44M2.1%N/A0.000%
8/5/2022Citizens Financial Group Inc RI10,332$499K0.0%N/A0.000%
8/2/2022Centaurus Financial Inc.4,606$222K0.0%N/A0.000%
7/26/2022Bill Few Associates Inc.16,531$798K0.5%N/A0.000%
7/22/2022Truist Financial Corp9,682$468K0.0%N/A0.000%
7/19/2022Stone Point Wealth LLC4,630$223K0.1%N/A0.000%
7/19/2022Commonwealth Equity Services LLC8,296$400K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JCPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JCPI shares?

During the previous two years, 29 institutional investors and hedge funds held shares of JPMorgan Inflation Managed Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($292.95M), Oxford Financial Group Ltd. ($19.41M), Oxford Financial Group LTD. LLC ($17.36M), Halpern Financial Inc. ($9.71M), Hunter Associates Investment Management LLC ($4.58M), Kavar Capital Partners Group LLC ($4.56M), and Sage Rhino Capital LLC ($2.66M).Learn more on JCPI's institutional investors.

Which institutional investors have been buying JPMorgan Inflation Managed Bond ETF stock?

Of the 24 institutional investors that purchased JPMorgan Inflation Managed Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($14.38M), Flow Traders U.S. LLC ($258.12K), Hunter Associates Investment Management LLC ($174.74K), Kavar Capital Partners Group LLC ($151.49K), Sage Rhino Capital LLC ($64.80K), Bill Few Associates Inc. ($30.12K), and Halpern Financial Inc. ($29.72K).

How much institutional buying is happening at JPMorgan Inflation Managed Bond ETF?

Institutional investors have bought a total of 15,203,099 shares in the last 24 months. This purchase volume represents approximately $733.01M in transactions.

Which JPMorgan Inflation Managed Bond ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold JPMorgan Inflation Managed Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.18M), Oxford Financial Group Ltd. ($117.96K), Hunter Associates Investment Management LLC ($76.11K), Oxford Financial Group LTD. LLC ($37.02K), Cambridge Investment Research Advisors Inc. ($23K), LPL Financial LLC ($18.49K), and Kavar Capital Partners Group LLC ($8.52K).

How much institutional selling is happening at JPMorgan Inflation Managed Bond ETF?

Institutional investors have sold a total of 5,482,259 shares in the last 24 months. This volume of shares sold represents approximately $252.88M in transactions.


This page (BATS:JCPI) was last updated on 4/23/2024 by MarketBeat.com Staff

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