JP Morgan Inflation MGD BondJCPIETF
13F holders, Q1 2025 (March 31)32holders +1
5new positions
3sold out
1famous investor
$48.13avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($491.0M), Oxford Financial Group, LTD. LLC ($15.5M) and MAI Capital Management ($11.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.7M |
| Exits | 3 | $282K |
All 13F filers, Q4 2024 → Q1 2025: 233,819 shares bought and 231,086 shares sold, net +2,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| JPMorgan Chase & Co. | 0.04% | Reduce -1.8% | 10,201,451 | $491.0M |
| Oxford Financial Group, LTD. LLC | 1.09% | Reduce -3.9% | 322,520 | $15.5M |
| MAI Capital Management | 0.09% | Add +3.4% | 241,579 | $11.6M |
| UBS Group AG | 0.00% | Reduce -13.3% | 125,022 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +8.7% | 112,389 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +25.1% | 77,740 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2394.9% | 75,420 | $3.6M |
| Sage Rhino Capital LLC | 0.66% | Add +1.0% | 59,138 | $2.8M |
| Citadel Advisors | 0.00% | Add +53.3% | 52,976 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +6.0% | 52,012 | $2.5M |
| LPL Financial LLC | 0.00% | Add +115.6% | 38,041 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | New | 33,579 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +259.6% | 32,110 | $1.5M |
| Clear Creek Financial Management, LLC | 0.13% | Add +1.6% | 25,944 | $1.2M |
| Capital Analysts, LLC | 0.03% | Reduce -2.4% | 16,962 | $816K |
| Cetera Investment Advisers | 0.00% | Add +18.9% | 14,038 | $676K |
| Citizens Financial Group Inc. | 0.01% | Add +0.9% | 13,729 | $661K |
| Bill Few Associates, Inc. | 0.21% | Reduce -8.4% | 12,096 | $582K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,945 | $479K |
| Integrated Wealth Concepts LLC | 0.00% | New | 8,210 | $395K |
| Jones Financial Companies LLLP | 0.00% | Add +144.2% | 7,144 | $344K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 6,465 | $311K |
| Collier Financial | 0.21% | Reduce -16.0% | 5,059 | $243K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 4,927 | $237K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -0.6% | 4,815 | $232K |
| Olympus Wealth Management, LLC | 0.10% | No change | 4,763 | $229K |
| Private Advisor Group, LLC | 0.00% | New | 4,546 | $219K |
| AE Wealth Management LLC | 0.00% | No change | 285 | $14K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 174 | $8K |
| 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 |
"% 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.