JP Morgan Inflation MGD BondJCPIETF
13F holders, Q3 2025 (September 30)44holders +6
11new positions
4sold out
1famous investor
$48.78avg. 13F price*
At the end of Q3 2025, 44 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 6 from Q2 2025. 11 opened new positions and 4 sold out. The largest holders were JPMorgan Chase & Co. ($538.1M), Oxford Financial Group, LTD. LLC ($13.7M) and MAI Capital Management ($12.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.0M |
| Exits | 4 | $2.6M |
All 13F filers, Q2 2025 → Q3 2025: 450,112 shares bought and 143,132 shares sold, net +306,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| JPMorgan Chase & Co. | 0.03% | Add +1.3% | 11,031,673 | $538.1M |
| Oxford Financial Group, LTD. LLC | 0.77% | Reduce -4.0% | 280,326 | $13.7M |
| MAI Capital Management | 0.08% | Add +2.9% | 253,242 | $12.4M |
| UBS Group AG | 0.00% | Add +3.6% | 133,225 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +18.0% | 132,270 | $6.5M |
| LPL Financial LLC | 0.00% | Add +13.7% | 119,493 | $5.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.4% | 61,374 | $3.0M |
| Sage Rhino Capital LLC | 0.55% | Add +2.4% | 58,548 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.9% | 54,616 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +17872.6% | 51,222 | $2.5M |
| Balanced Rock Investment Advisors LLC | 1.74% | Add +11.5% | 48,707 | $2.4M |
| &partners | 0.01% | Add +4.5% | 37,487 | $1.8M |
| Private Advisor Group, LLC | 0.01% | New | 35,870 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 32,082 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +241.5% | 30,834 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +237.8% | 30,447 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 30,349 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -70.2% | 25,832 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 23,585 | $1.2M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -0.5% | 21,772 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,514 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +1.9% | 18,824 | $918K |
| Oppenheimer & Co. Inc. | 0.01% | Add +141.9% | 16,150 | $788K |
| Equitable Holdings, Inc. | 0.01% | Add +287.6% | 16,093 | $785K |
| Jones Financial Companies LLLP | 0.00% | Add +25.9% | 14,756 | $720K |
| Citizens Financial Group Inc. | 0.01% | Add +1.0% | 14,005 | $683K |
| Avior Wealth Management, LLC | 0.02% | New | 13,894 | $678K |
| Stifel Financial Corp. | 0.00% | New | 13,514 | $659K |
| Bill Few Associates, Inc. | 0.17% | Add +0.1% | 13,169 | $642K |
| Atria Investments, Inc | 0.01% | New | 10,860 | $530K |
| Lido Advisors, LLC | 0.00% | New | 9,526 | $465K |
| Cibc World Market Inc. | 0.00% | New | 6,150 | $300K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +21.8% | 5,999 | $293K |
| Citadel Advisors | 0.00% | New | 5,632 | $275K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 5,220 | $255K |
| Collier Financial | 0.16% | — | 4,231 | $206K |
| Avalon Trust Co | 0.01% | No change | 2,366 | $115K |
| Morgan Stanley | 0.00% | Add +956.3% | 1,838 | $90K |
| Cwm, LLC | 0.00% | New | 527 | $26K |
| Royal Bank of Canada | 0.00% | Add +316.5% | 329 | $16K |
| Ancora Advisors LLC | 0.00% | New | 315 | $15K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 174 | $8K |
| 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.