JP Morgan Inflation MGD BondJCPIETF
13F holders, Q4 2024 (December 31)31holders +1
6new positions
7sold out
1famous investor
$46.80avg. 13F price*
At the end of Q4 2024, 31 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 1 from Q3 2024. 6 opened new positions and 7 sold out. The largest holders were JPMorgan Chase & Co. ($486.3M), Oxford Financial Group, LTD. LLC ($15.7M) and MAI Capital Management ($10.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $15.4M |
| Exits | 7 | $4.2M |
All 13F filers, Q3 2024 → Q4 2024: 483,470 shares bought and 514,637 shares sold, net −31,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -3.4% | 10,391,661 | $486.3M |
| Oxford Financial Group, LTD. LLC | 1.02% | Reduce -6.8% | 335,752 | $15.7M |
| MAI Capital Management | 0.08% | New | 233,728 | $10.9M |
| UBS Group AG | 0.00% | Add +3268.8% | 144,118 | $6.7M |
| Raymond James Financial Inc. | 0.00% | — | 103,408 | $4.8M |
| HighTower Advisors, LLC | 0.00% | New | 62,136 | $2.9M |
| Sage Rhino Capital LLC | 0.60% | Reduce -5.9% | 58,547 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +15.4% | 49,050 | $2.3M |
| Citadel Advisors | 0.00% | Add +0.0% | 34,549 | $1.6M |
| Clear Creek Financial Management, LLC | 0.13% | New | 25,549 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -13.7% | 17,642 | $826K |
| Capital Analysts, LLC | 0.03% | Add +19.8% | 17,387 | $814K |
| Citizens Financial Group Inc. | 0.01% | Add +0.9% | 13,600 | $636K |
| Bill Few Associates, Inc. | 0.22% | Add +22.2% | 13,201 | $618K |
| Cetera Investment Advisers | 0.00% | Add +15.9% | 11,808 | $553K |
| Jane Street Group, LLC | 0.00% | Reduce -77.0% | 8,930 | $418K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,465 | $303K |
| Collier Financial | 0.25% | — | 6,023 | $282K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.7% | 5,077 | $238K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 4,927 | $231K |
| WealthTrak Capital Management LLC | 0.19% | — | 4,846 | $227K |
| Olympus Wealth Management, LLC | 0.08% | No change | 4,763 | $223K |
| Osaic Holdings, Inc. | 0.00% | Add +36.2% | 3,023 | $141K |
| Jones Financial Companies LLLP | 0.00% | Add +15.1% | 2,925 | $137K |
| Mainstream Capital Management LLC | 0.02% | New | 706 | $33K |
| AE Wealth Management LLC | 0.00% | New | 285 | $13K |
| Oarsman Capital, Inc. | 0.00% | No change | 240 | $11K |
| Morgan Stanley | 0.00% | No change | 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 |
"% 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.