JP Morgan Inflation MGD BondJCPIETF
13F holders, Q4 2025 (December 31)51holders +7
10new positions
2sold out
1famous investor
$48.19avg. 13F price*
At the end of Q4 2025, 51 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 7 from Q3 2025. 10 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($502.3M), Goldman Sachs Group Inc. ($27.1M) and Oxford Financial Group, LTD. LLC ($12.9M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.0M |
| Exits | 2 | $645K |
All 13F filers, Q3 2025 → Q4 2025: 971,516 shares bought and 669,187 shares sold, net +302,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -5.5% | 10,423,692 | $502.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +2646.2% | 563,353 | $27.1M |
| Oxford Financial Group, LTD. LLC | 0.71% | Reduce -4.3% | 268,383 | $12.9M |
| MAI Capital Management | 0.07% | Add +3.9% | 263,032 | $12.7M |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 138,611 | $6.7M |
| LPL Financial LLC | 0.00% | Add +15.8% | 138,403 | $6.7M |
| UBS Group AG | 0.00% | Add +0.7% | 134,177 | $6.5M |
| Avior Wealth Management, LLC | 0.14% | Add +589.8% | 95,847 | $4.6M |
| Jane Street Group, LLC | 0.01% | New | 90,281 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +69.1% | 86,628 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +95.7% | 70,200 | $3.4M |
| Sage Rhino Capital LLC | 0.55% | Add +3.0% | 60,279 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.7% | 56,079 | $2.7M |
| Balanced Rock Investment Advisors LLC | 1.77% | Add +6.1% | 51,658 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.0% | 46,189 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.4% | 45,782 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +39.7% | 42,390 | $2.0M |
| Citadel Advisors | 0.00% | Add +626.0% | 40,889 | $2.0M |
| &partners | 0.01% | Add +7.2% | 40,202 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +12.4% | 34,232 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 29,843 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +57.6% | 25,369 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +64.9% | 22,284 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +2.1% | 22,220 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +45.9% | 21,526 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -9.4% | 21,365 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | New | 20,603 | $993K |
| Capital Analysts, LLC | 0.03% | Add +1.4% | 19,079 | $919K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.6% | 16,400 | $790K |
| Citizens Financial Group Inc. | 0.01% | Add +1.0% | 14,144 | $684K |
| Bill Few Associates, Inc. | 0.16% | Add +1.9% | 13,417 | $647K |
| Cibc World Market Inc. | 0.00% | Add +96.3% | 12,070 | $582K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,739 | $566K |
| Cwm, LLC | 0.00% | Add +1998.9% | 11,061 | $533K |
| Lido Advisors, LLC | 0.00% | No change | 9,526 | $462K |
| HighTower Advisors, LLC | 0.00% | Reduce -63.8% | 9,362 | $451K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.7% | 6,102 | $294K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,220 | $252K |
| Collier Financial | 0.13% | Reduce -18.1% | 3,467 | $167K |
| Morgan Stanley | 0.00% | No change | 1,838 | $89K |
| Royal Bank of Canada | 0.00% | Add +206.7% | 1,009 | $49K |
| International Assets Investment Management, LLC | 0.00% | New | 523 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 315 | $15K |
| Clarity Asset Management, Inc. | 0.01% | New | 255 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 174 | $8K |
| Bank & Trust Co | 0.00% | No change | 66 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 66 | $3K |
| Triumph Capital Management | 0.00% | New | 41 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 37 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 36 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 8 | $386 |
"% 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.