ETF Holders

Who owns JCPI?

Bond

JPMorgan Inflation Managed Bond ETF · JPMorgan

56 institutions reported holding JCPI, worth $651.6M, in Form 13F filings for June 30, 2026.

13F holders
56
Institutional value
$651.6M
Change from prior quarter
+13.6%
+$78.1M, with price moves
New and sold-out firms
6 / 8
29 added, 12 trimmed

Top 10 institutional holders of JCPI

FirmLocationValueSharesChange
JPMorgan Chase & CoNew York, NY$525.5M10,927,719+1,166,477 shares
MAI Capital ManagementIndependence, OH$13.7M285,828+7,760 shares
Oxford Financial Group, Ltd. LLCIndianapolis, IN$12.1M252,682−4,939 shares
Fulton Breakefield Broenniman LLCBethesda, MD$11.4M238,292New position
LPL Financial LLCFort Mill, SC$8.2M170,578+18,757 shares
AE Wealth Management LLCTopeka, KS$6.4M133,089+21,676 shares
Private Advisor Group, LLCMorristown, NJ$5.7M118,963+17,332 shares
UBS Group AGZurich, Switzerland$5.4M113,661−18,313 shares
Integrated Wealth Concepts LLCWaltham, MA$5.3M109,800+69,715 shares
Raymond James Financial Inc.St. Petersburg, FL$4.5M93,958+24,852 shares
46 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns JCPI?

56 institutional managers reported holding JCPI in Form 13F filings for June 30, 2026, worth $651.6M in total. The largest reported position was held by JPMorgan Chase & Co, at $525.5M.

Did institutions buy or sell JCPI last quarter?

Reported 13F value rose 13.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JCPI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.