JP Morgan Inflation MGD BondJCPIETF
13F holders, Q2 2025 (June 30)38holders +6
11new positions
5sold out
$48.25avg. 13F price*
At the end of Q2 2025, 38 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 6 from Q1 2025. 11 opened new positions and 5 sold out. The largest holders were JPMorgan Chase & Co. ($525.2M), Oxford Financial Group, LTD. LLC ($14.1M) and MAI Capital Management ($11.9M).
- Company
- JP Morgan Inflation MGD Bond
- CUSIP
- 46654Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $10.1M |
| Exits | 5 | $6.2M |
All 13F filers, Q1 2025 → Q2 2025: 997,692 shares bought and 167,593 shares sold, net +830,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| JPMorgan Chase & Co. | 0.04% | Add +6.7% | 10,885,802 | $525.2M |
| Oxford Financial Group, LTD. LLC | 0.84% | Reduce -9.5% | 291,873 | $14.1M |
| MAI Capital Management | 0.08% | Add +1.8% | 246,008 | $11.9M |
| UBS Group AG | 0.00% | Add +2.8% | 128,575 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 112,120 | $5.4M |
| LPL Financial LLC | 0.00% | Add +176.3% | 105,127 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +11.5% | 86,660 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +4.9% | 79,115 | $3.8M |
| Sage Rhino Capital LLC | 0.58% | Reduce -3.3% | 57,180 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.1% | 53,101 | $2.6M |
| Kavar Capital Partners Group, LLC | 0.30% | New | 43,963 | $2.1M |
| Balanced Rock Investment Advisors LLC | 1.65% | New | 43,666 | $2.1M |
| &partners | 0.01% | New | 35,860 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 30,464 | $1.5M |
| MML Investors Services, LLC | 0.00% | New | 29,231 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +58.0% | 22,173 | $1.1M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -15.7% | 21,879 | $1.1M |
| Capital Analysts, LLC | 0.03% | Add +8.9% | 18,465 | $891K |
| Citizens Financial Group Inc. | 0.01% | Add +1.0% | 13,866 | $669K |
| Bill Few Associates, Inc. | 0.18% | Add +8.8% | 13,161 | $635K |
| Jones Financial Companies LLLP | 0.00% | Add +64.0% | 11,719 | $563K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 9,030 | $436K |
| Integrated Wealth Concepts LLC | 0.00% | Add +9.8% | 9,013 | $435K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 7,779 | $375K |
| Oppenheimer & Co. Inc. | 0.00% | New | 6,675 | $322K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 4,927 | $238K |
| Olympus Wealth Management, LLC | 0.08% | No change | 4,763 | $230K |
| WealthTrak Capital Management LLC | 0.19% | Reduce -1.3% | 4,752 | $229K |
| Equitable Holdings, Inc. | 0.00% | New | 4,152 | $200K |
| Gradient Capital Advisors, LLC | 0.06% | New | 4,152 | $200K |
| Avalon Trust Co | 0.01% | New | 2,366 | $114K |
| AE Wealth Management LLC | 0.00% | No change | 285 | $14K |
| Morgan Stanley | 0.00% | Add +0.6% | 174 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 174 | $8K |
| Royal Bank of Canada | 0.00% | No change | 79 | $4K |
| Bank & Trust Co | 0.00% | No change | 66 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 42 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 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.