JCPI Institutional Ownership
JPMorgan Inflation Managed Bond ETF
1W: -0.2%
1M: -2.6%
3M: -3.9%
YTD: -4.2%
1Y: -5.1%
3Y: +11.2%
$46.00
-0.11 (-0.24%)
Weekly Expected Move ±0.6%
$45
$46
$46
$46
$47
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — JCPI
64
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
649M
Total Invested
6
New Positions
29
Increased
20
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 10,927,719 | $503M | +1,166,477 | +12.0% | 17Q | SEC ↗ |
| 2 | MAI Capital Management | 285,828 | $13M | +7,760 | +2.8% | 7Q | SEC ↗ |
| 3 | OXFORD FINANCIAL GROUP, LTD. LLC | 252,682 | $12M | -4,939 | -1.9% | 17Q | SEC ↗ |
| 4 | FULTON BREAKEFIELD BROENNIMAN LLC NEW | 238,292 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 170,578 | $8M | +18,757 | +12.4% | 17Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 133,089 | $6M | +21,676 | +19.5% | 7Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 118,963 | $5M | +17,332 | +17.1% | 4Q | SEC ↗ |
| 8 | UBS Group AG | 113,661 | $5M | -18,313 | -13.9% | 17Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 93,958 | $4M | +24,852 | +36.0% | 7Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 90,809 | $4M | +51,244 | +129.5% | 3Q | SEC ↗ |
| 11 | Systelligence, LLC | 78,600 | $4M | -20,225 | -20.5% | 2Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 70,512 | $3M | +43,504 | +161.1% | 2Q | SEC ↗ |
| 13 | Ocean Park Asset Management, LLC NEW | 66,500 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Balanced Rock Investment Advisors LLC | 59,890 | $3M | +6,482 | +12.1% | 5Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC | 58,424 | $3M | +18,339 | +45.8% | 6Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 55,534 | $3M | +4,814 | +9.5% | 5Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 55,476 | $3M | -2,742 | -4.7% | 14Q | SEC ↗ |
| 18 | Capital Analysts, LLC | 53,065 | $2M | +26,871 | +102.6% | 9Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 47,778 | $2M | +14,028 | +41.6% | 10Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 45,053 | $2M | -416 | -0.9% | 5Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 42,809 | $2M | +18,085 | +73.1% | 17Q | SEC ↗ |
| 22 | Clear Creek Financial Management, LLC | 42,119 | $2M | +11,986 | +39.8% | 7Q | SEC ↗ |
| 23 | &PARTNERS | 41,459 | $2M | +811 | +2.0% | 5Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 39,875 | $2M | +8,500 | +27.1% | 4Q | SEC ↗ |
| 25 | Urban Wealth Management, LLC NEW | 39,348 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cornerstone Planning Group LLC | 25,061 | $1M | +1,241 | +5.2% | 2Q | SEC ↗ |
| 27 | Atria Investments, Inc NEW | 23,419 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 22,347 | $1M | +17,912 | +403.9% | 2Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 21,432 | $986K | -286 | -1.3% | 10Q | SEC ↗ |
| 30 | Equitable Holdings, Inc. | 21,290 | $979K | -4,210 | -16.5% | 5Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 20,682 | $951K | +16,240 | +365.6% | 7Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC | 18,378 | $845K | +2,898 | +18.7% | 3Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 18,291 | $841K | -39,086 | -68.1% | 4Q | SEC ↗ |
| 34 | OPPENHEIMER & CO INC | 16,650 | $766K | +250 | +1.5% | 5Q | SEC ↗ |
| 35 | Bill Few Associates, Inc. | 15,213 | $700K | -412 | -2.6% | 17Q | SEC ↗ |
| 36 | CITIZENS FINANCIAL GROUP INC/RI | 14,420 | $663K | +190 | +1.3% | 17Q | SEC ↗ |
| 37 | CIBC WORLD MARKET INC. | 13,810 | $635K | — | +0.0% | 4Q | SEC ↗ |
| 38 | CWM, LLC | 13,287 | $611K | +2,226 | +20.1% | 3Q | SEC ↗ |
| 39 | SAGE RHINO CAPITAL LLC | 9,819 | $452K | -2,733 | -21.8% | 15Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 8,506 | $391K | -208 | -2.4% | 6Q | SEC ↗ |
| 41 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,497 | $345K | +1,240 | +19.8% | 8Q | SEC ↗ |
| 42 | Prism Advisors, Inc. | 6,737 | $310K | +123 | +1.9% | 2Q | SEC ↗ |
| 43 | J.W. COLE ADVISORS, INC. | 5,220 | $240K | — | +0.0% | 4Q | SEC ↗ |
| 44 | Signet Private Wealth LLC NEW | 5,114 | $235K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Prospera Financial Services Inc | 5,072 | $233K | +761 | +17.7% | 2Q | SEC ↗ |
| 46 | Lido Advisors, LLC | 4,763 | $219K | — | +0.0% | 4Q | SEC ↗ |
| 47 | Collier Financial | 3,120 | $144K | +5 | +0.2% | 4Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 729 | $34K | -428 | -37.0% | 17Q | SEC ↗ |
| 49 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 523 | $24K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Ancora Advisors LLC | 515 | $24K | +200 | +63.5% | 4Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| FULTON BREAKEFIELD BROENNIMAN LLC | 238,292 | $11M |
| Ocean Park Asset Management, LLC | 66,500 | $3M |
| Urban Wealth Management, LLC | 39,348 | $2M |
| Atria Investments, Inc | 23,419 | $1M |
| Signet Private Wealth LLC | 5,114 | $235K |
| Global Retirement Partners, LLC | 37 | $2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Avior Wealth Management, LLC | 100,729 | $5M |
| CITADEL ADVISORS LLC | 26,601 | $1M |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 23,336 | $1M |
| Orion Porfolio Solutions, LLC | 11,739 | $540K |
| Independent Advisor Alliance | 9,566 | $440K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 300 | $14K |
| Clarity Asset Management, Inc. | 256 | $12K |
| POM Investment Strategies, LLC | 36 | $2K |
| Plante Moran Financial Advisors, LL | 18 | $1K |
| Sound Income Strategies, LLC | 8 | $0K |
| Bogart Wealth, LLC | 0 | $0K |
Biggest Increases (20)
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -39,086 | -68.1% | 18,291 |
| Systelligence, LLC | -20,225 | -20.5% | 78,600 |
| UBS Group AG | -18,313 | -13.9% | 113,661 |
| OXFORD FINANCIAL GROUP, LTD. LLC | -4,939 | -1.9% | 252,682 |
| Equitable Holdings, Inc. | -4,210 | -16.5% | 21,290 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -2,742 | -4.7% | 55,476 |
| SAGE RHINO CAPITAL LLC | -2,733 | -21.8% | 9,819 |
| ROYAL BANK OF CANADA | -428 | -37.0% | 729 |
| MML INVESTORS SERVICES, LLC | -416 | -0.9% | 45,053 |
| Bill Few Associates, Inc. | -412 | -2.6% | 15,213 |
| Cetera Investment Advisers | -286 | -1.3% | 21,432 |
| COMMONWEALTH EQUITY SERVICES, LLC | -208 | -2.4% | 8,506 |