JP Morgan Inflation MGD BondJCPIETF
13F holders, Q2 2024 (June 30)28holders +3
4new positions
2sold out
1famous investor
$46.69avg. 13F price*
At the end of Q2 2024, 28 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 3 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($486.4M), Oxford Financial Group, LTD. LLC ($17.1M) and Halpern Financial, Inc. ($10.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 2 | $4.9M |
All 13F filers, Q1 2024 → Q2 2024: 71,588 shares bought and 519,806 shares sold, net −448,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -3.4% | 10,416,992 | $486.4M |
| Oxford Financial Group, LTD. LLC | 1.13% | Add +0.5% | 365,313 | $17.1M |
| Halpern Financial, Inc. | 2.81% | Add +4.9% | 219,158 | $10.2M |
| Sage Rhino Capital LLC | 0.70% | Add +1.4% | 62,531 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -18.8% | 48,099 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.5% | 28,236 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -41.3% | 24,443 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -24.4% | 23,058 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 19,864 | $928K |
| Bank of Montreal | 0.00% | Add +1260.0% | 13,600 | $635K |
| Citizens Financial Group Inc. | 0.01% | Add +1.3% | 13,339 | $623K |
| Capital Analysts, LLC | 0.03% | New | 13,181 | $615K |
| Bill Few Associates, Inc. | 0.22% | Reduce -52.6% | 12,348 | $577K |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 11,015 | $514K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 6,875 | $321K |
| Susquehanna International Group, LLP | 0.00% | New | 6,688 | $312K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 6,235 | $291K |
| Realta Investment Advisors | 0.05% | Reduce -6.5% | 5,126 | $239K |
| Olympus Wealth Management, LLC | 0.07% | New | 4,763 | $222K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -13.9% | 3,642 | $170K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.6% | 2,259 | $105K |
| UBS Group AG | 0.00% | Reduce -4.7% | 1,605 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +22.2% | 793 | $37K |
| IAG Wealth Partners, LLC | 0.01% | No change | 650 | $30K |
| Morgan Stanley | 0.00% | Reduce -49.0% | 396 | $19K |
| Royal Bank of Canada | 0.00% | No change | 79 | $4K |
| Bank & Trust Co | 0.00% | — | 66 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 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.