JP Morgan Inflation MGD BondJCPIETF
13F holders, Q1 2026 (March 31)59holders +8
11new positions
3sold out
1famous investor
$48.23avg. 13F price*
At the end of Q1 2026, 59 institutions reported holding JP Morgan Inflation MGD Bond (JCPI) in their 13F filings, up 8 from Q4 2025. 11 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($470.4M), MAI Capital Management ($13.5M) and Oxford Financial Group, LTD. LLC ($12.5M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.6M |
| Exits | 3 | $567K |
All 13F filers, Q4 2025 → Q1 2026: 349,406 shares bought and 1,434,411 shares sold, net −1,085,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| JPMorgan Chase & Co. | 0.03% | Reduce -6.4% | 9,761,242 | $470.4M |
| MAI Capital Management | 0.08% | Add +5.7% | 278,068 | $13.5M |
| Oxford Financial Group, LTD. LLC | 0.67% | Reduce -4.0% | 257,621 | $12.5M |
| LPL Financial LLC | 0.00% | Add +9.7% | 151,821 | $7.3M |
| UBS Group AG | 0.00% | Reduce -1.6% | 131,974 | $6.4M |
| AE Wealth Management LLC | 0.03% | Add +28.6% | 111,413 | $5.4M |
| Private Advisor Group, LLC | 0.02% | Add +44.8% | 101,631 | $4.9M |
| Avior Wealth Management, LLC | 0.14% | Add +5.1% | 100,729 | $4.9M |
| Systelligence, LLC | 0.93% | New | 98,825 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -50.1% | 69,106 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.8% | 58,218 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.8% | 57,377 | $2.8M |
| Balanced Rock Investment Advisors LLC | 1.81% | Add +3.4% | 53,408 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 50,720 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +7.3% | 45,469 | $2.2M |
| &partners | 0.01% | Add +1.1% | 40,648 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +17.1% | 40,085 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -56.2% | 39,565 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +56.8% | 33,750 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +40.8% | 31,375 | $1.5M |
| Clear Creek Financial Management, LLC | 0.11% | Add +35.6% | 30,133 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 27,008 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -34.9% | 26,601 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +37.3% | 26,194 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +0.5% | 25,500 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.0% | 24,724 | $1.2M |
| Cornerstone Planning Group LLC | 0.15% | New | 23,820 | $1.2M |
| Kavar Capital Partners Group, LLC | 0.14% | New | 23,336 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 21,718 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | No change | 16,400 | $793K |
| Bill Few Associates, Inc. | 0.18% | Add +16.5% | 15,625 | $756K |
| Flow Traders U.S. LLC | 0.02% | Reduce -24.9% | 15,480 | $749K |
| Citizens Financial Group Inc. | 0.01% | Add +0.6% | 14,230 | $688K |
| Cibc World Market Inc. | 0.00% | Add +14.4% | 13,810 | $668K |
| Cwm, LLC | 0.00% | Add +20.1% | 13,287 | $643K |
| Sage Rhino Capital LLC | 0.11% | Reduce -79.2% | 12,552 | $607K |
| Independent Advisor Alliance | 0.01% | New | 9,566 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -70.8% | 8,714 | $422K |
| Prism Advisors, Inc. | 0.09% | New | 6,614 | $320K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +2.5% | 6,257 | $303K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,220 | $253K |
| Lido Advisors, LLC | 0.00% | Reduce -50.0% | 4,763 | $230K |
| HighTower Advisors, LLC | 0.00% | Reduce -52.5% | 4,442 | $215K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | New | 4,435 | $215K |
| Prospera Financial Services Inc | 0.00% | New | 4,311 | $209K |
| Collier Financial | 0.11% | Reduce -10.2% | 3,115 | $151K |
| Royal Bank of Canada | 0.00% | Add +14.7% | 1,157 | $56K |
| International Assets Investment Management, LLC | 0.00% | No change | 523 | $25K |
| Hickory Point Bank & Trust | 0.01% | New | 432 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 315 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 300 | $15K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.4% | 256 | $12K |
| Morgan Stanley | 0.00% | Reduce -90.5% | 174 | $8K |
| 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% | No change | 66 | $3K |
| Triumph Capital Management | 0.00% | No change | 41 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 18 | $871 |
| Sound Income Strategies, LLC | 0.00% | No change | 8 | $384 |
"% 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.