JP Morgan Inflation MGD BondJCPIETF
13F holders, Q3 2024 (September 30)30holders +2
5new positions
3sold out
1famous investor
$48.01avg. 13F price*
At the end of Q3 2024, 30 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($516.3M), Oxford Financial Group, LTD. LLC ($17.3M) and Halpern Financial, Inc. ($10.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.8M |
| Exits | 3 | $582K |
All 13F filers, Q2 2024 → Q3 2024: 440,882 shares bought and 49,047 shares sold, net +391,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| JPMorgan Chase & Co. | 0.04% | Add +3.2% | 10,754,429 | $516.3M |
| Oxford Financial Group, LTD. LLC | 1.10% | Reduce -1.3% | 360,445 | $17.3M |
| Halpern Financial, Inc. | 2.77% | Add +2.5% | 224,635 | $10.8M |
| Sage Rhino Capital LLC | 0.66% | Reduce -0.5% | 62,215 | $3.0M |
| Kavar Capital Partners Group, LLC | 0.37% | New | 49,292 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +50.5% | 42,506 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +59.0% | 38,862 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -28.2% | 34,542 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | Add +15.8% | 22,995 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -11.3% | 20,451 | $982K |
| Capital Analysts, LLC | 0.03% | Add +10.1% | 14,508 | $697K |
| Citizens Financial Group Inc. | 0.01% | Add +1.0% | 13,474 | $647K |
| Bill Few Associates, Inc. | 0.18% | Reduce -12.5% | 10,806 | $519K |
| Cetera Investment Advisers | 0.00% | Reduce -7.5% | 10,184 | $489K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.0% | 7,771 | $373K |
| MML Investors Services, LLC | 0.00% | Add +9.5% | 6,830 | $328K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 4,927 | $237K |
| Olympus Wealth Management, LLC | 0.08% | No change | 4,763 | $229K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,291 | $206K |
| UBS Group AG | 0.00% | Add +166.5% | 4,278 | $205K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 3,642 | $174K |
| Jones Financial Companies LLLP | 0.00% | Add +220.6% | 2,542 | $122K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 2,220 | $107K |
| Bank of Montreal | 0.00% | Reduce -92.7% | 1,000 | $48K |
| Oarsman Capital, Inc. | 0.00% | New | 240 | $12K |
| Morgan Stanley | 0.00% | Reduce -56.3% | 173 | $8K |
| Royal Bank of Canada | 0.00% | No change | 79 | $4K |
| Bank & Trust Co | 0.00% | No change | 66 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 37 | $2K |
| Wells Fargo & Company | 0.00% | New | 23 | $1K |
"% 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.