JP Morgan Inflation MGD BondJCPIETF
13F holders, Q2 2026 (June 30)56holders −3
5new positions
8sold out
$48.04avg. 13F price*
At the end of Q2 2026, 56 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, down 3 from Q1 2026. 5 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($525.5M), MAI Capital Management ($13.7M) and Oxford Financial Group, LTD. LLC ($12.1M).
- Company
- JP Morgan Inflation MGD Bond
- CUSIP
- 46654Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $17.8M |
| Exits | 8 | $7.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,875,257 shares bought and 254,812 shares sold, net +1,620,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| JPMorgan Chase & Co. | 0.03% | Add +11.9% | 10,927,719 | $525.5M |
| MAI Capital Management | 0.05% | Add +2.8% | 285,828 | $13.7M |
| Oxford Financial Group, LTD. LLC | 0.61% | Reduce -1.9% | 252,682 | $12.1M |
| Fulton Breakefield Broenniman LLC | 0.67% | New | 238,292 | $11.4M |
| LPL Financial LLC | 0.00% | Add +12.3% | 170,578 | $8.2M |
| AE Wealth Management LLC | 0.03% | Add +19.5% | 133,089 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +17.1% | 118,963 | $5.7M |
| UBS Group AG | 0.00% | Reduce -13.9% | 113,661 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +36.0% | 93,958 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +129.5% | 90,809 | $4.3M |
| Systelligence, LLC | 0.63% | Reduce -20.5% | 78,600 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +161.1% | 70,512 | $3.4M |
| Ocean Park Asset Management, LLC | 0.15% | New | 66,500 | $3.2M |
| Balanced Rock Investment Advisors LLC | 1.79% | Add +12.1% | 59,890 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +45.8% | 58,424 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.5% | 55,534 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.7% | 55,476 | $2.7M |
| Capital Analysts, LLC | 0.06% | Add +102.6% | 53,065 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +41.6% | 47,778 | $2.3M |
| MML Investors Services, LLC | 0.00% | Reduce -0.9% | 45,053 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +73.2% | 42,809 | $2.0M |
| Clear Creek Financial Management, LLC | 0.13% | Add +39.8% | 42,119 | $2.0M |
| &partners | 0.01% | Add +2.0% | 41,459 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +27.1% | 39,875 | $1.9M |
| Urban Wealth Management, LLC | 1.64% | New | 39,348 | $1.9M |
| Cornerstone Planning Group LLC | 0.15% | Add +5.2% | 25,061 | $1.2M |
| Atria Investments, Inc | 0.01% | New | 23,419 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.16% | Add +403.9% | 22,347 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 21,432 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -16.5% | 21,290 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +365.6% | 20,682 | $990K |
| Flow Traders U.S. LLC | 0.04% | Add +18.7% | 18,378 | $879K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.1% | 18,291 | $875K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.5% | 16,650 | $797K |
| Bill Few Associates, Inc. | 0.16% | Reduce -2.6% | 15,213 | $728K |
| Citizens Financial Group Inc. | 0.01% | Add +1.3% | 14,420 | $690K |
| Cibc World Market Inc. | 0.00% | No change | 13,810 | $661K |
| Sage Rhino Capital LLC | 0.08% | Reduce -21.8% | 9,819 | $470K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 8,506 | $407K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +19.8% | 7,497 | $359K |
| Prism Advisors, Inc. | 0.08% | Add +1.9% | 6,737 | $322K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 5,220 | $250K |
| Signet Private Wealth LLC | 0.20% | New | 5,114 | $245K |
| Prospera Financial Services Inc | 0.00% | Add +17.6% | 5,072 | $243K |
| Lido Advisors, LLC | 0.00% | No change | 4,763 | $228K |
| Collier Financial | 0.10% | Add +0.2% | 3,120 | $149K |
| Royal Bank of Canada | 0.00% | Reduce -37.0% | 729 | $35K |
| International Assets Investment Management, LLC | 0.00% | No change | 523 | $25K |
| Ancora Advisors LLC | 0.00% | Add +63.5% | 515 | $25K |
| Hickory Point Bank & Trust | 0.01% | No change | 432 | $21K |
| Morgan Stanley | 0.00% | No change | 174 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 174 | $8K |
| Bank & Trust Co | 0.00% | No change | 66 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 66 | $3K |
| Triumph Capital Management | 0.00% | Add +14.6% | 47 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 37 | $2K |
"% of holder's portfolio" is JCPI's weight in each manager's 13F, not the share of JP Morgan Inflation MGD Bond the manager owns.