JP Morgan Inflation MGD BondJCPIETF
13F holders, Q1 2024 (March 31)25holders
1famous investor
$46.85avg. 13F price*
At the end of Q1 2024, 25 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($505.2M), Oxford Financial Group, LTD. LLC ($17.0M) and Halpern Financial, Inc. ($9.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JP Morgan Inflation MGD Bond
- CUSIP
- 46654Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $531K |
| Exits | 6 | $2.2M |
Ownership 25 holders
| JPMorgan Chase & Co. | 0.04% | Add +75.1% | 10,782,037 | $505.2M |
| Oxford Financial Group, LTD. LLC | 1.18% | Reduce -2.7% | 363,356 | $17.0M |
| Halpern Financial, Inc. | 2.82% | Add +6.1% | 208,853 | $9.7M |
| Hunter Associates Investment Management LLC | 0.78% | No change | 98,533 | $4.6M |
| Sage Rhino Capital LLC | 0.68% | Add +7.9% | 61,660 | $2.9M |
| Citadel Advisors | 0.00% | Add +160.9% | 59,197 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +113.3% | 41,618 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -21.2% | 30,521 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.4% | 27,562 | $1.3M |
| Bill Few Associates, Inc. | 0.50% | Reduce -2.4% | 26,080 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +0.6% | 13,162 | $617K |
| Cetera Investment Advisers | 0.00% | New | 10,680 | $500K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 6,853 | $321K |
| MML Investors Services, LLC | 0.00% | Reduce -5.5% | 6,228 | $292K |
| Realta Investment Advisors | 0.05% | No change | 5,485 | $257K |
| Gradient Capital Advisors, LLC | 0.09% | Add +0.3% | 5,114 | $240K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -1.8% | 4,230 | $198K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.1% | 2,499 | $117K |
| UBS Group AG | 0.00% | Reduce -29.2% | 1,684 | $79K |
| Bank of Montreal | 0.00% | No change | 1,000 | $47K |
| Morgan Stanley | 0.00% | Reduce -9.2% | 776 | $36K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -65.8% | 650 | $30K |
| Jones Financial Companies LLLP | 0.00% | New | 649 | $30K |
| Royal Bank of Canada | 0.00% | No change | 79 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -57.5% | 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.