JP MORGAN INFLATION MGD BOND JCPI
$47.73
+0.2% 52w: $46.03 – $48.42
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data46.0347.2348.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
59
+7 QoQ
13F value
$574.1M
-8.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JCPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 9.8M | $470.4M | 0.0% | -6.4% |
| MAI Capital Management | Wealth advisor | 278.1K | $13.5M | 0.1% | +5.7% |
| OXFORD FINANCIAL GROUP, LTD. LLC | Wealth advisor | 257.6K | $12.5M | 0.7% | -4.0% |
| LPL Financial LLC | Bank broker | 151.8K | $7.3M | 0.0% | +9.7% |
| UBS Group AG | Bank broker | 132.0K | $6.4M | 0.0% | -1.6% |
| AE Wealth Management LLC | Wealth advisor | 111.4K | $5.4M | 0.0% | +28.6% |
| Private Advisor Group, LLC | Wealth advisor | 101.6K | $4.9M | 0.0% | +44.8% |
| Avior Wealth Management, LLC | Wealth advisor | 100.7K | $4.9M | 0.1% | +5.1% |
| Systelligence, LLC | Wealth advisor | 98.8K | $4.8M | 0.9% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 69.1K | $3.3M | 0.0% | -50.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 58.2K | $2.8M | 0.0% | +3.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 57.4K | $2.8M | 0.0% | -89.8% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 53.4K | $2.6M | 1.8% | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 50.7K | $2.5M | 0.0% | +9.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 45.5K | $2.2M | 0.0% | +7.3% |
| &PARTNERS | Diversified mechanical | 40.6K | $2.0M | 0.0% | +1.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 40.1K | $1.9M | 0.0% | +17.1% |
| JANE STREET GROUP, LLC | Market maker | 39.6K | $1.9M | 0.0% | -56.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 33.8K | $1.6M | 0.0% | +56.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 31.4K | $1.5M | 0.0% | +40.8% |
| Clear Creek Financial Management, LLC | Wealth advisor | 30.1K | $1.5M | 0.1% | +35.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 27.0K | $1.3M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 26.6K | $1.3M | 0.0% | -34.9% |
| Capital Analysts, LLC | Wealth advisor | 26.2K | $1.3M | 0.0% | +37.3% |
| Equitable Holdings, Inc. | Wealth advisor | 25.5K | $1.2M | 0.0% | +0.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 24.7K | $1.2M | 0.0% | -46.0% |
| Cornerstone Planning Group LLC | Wealth advisor | 23.8K | $1.2M | 0.2% | New |
| KAVAR CAPITAL PARTNERS GROUP, LLC | Other | 23.3K | $1.1M | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 21.7K | $1.1M | 0.0% | +1.7% |
| OPPENHEIMER & CO INC | Diversified mechanical | 16.4K | $793K | 0.0% | Held |
| Bill Few Associates, Inc. | Other | 15.6K | $756K | 0.2% | +16.5% |
| FLOW TRADERS U.S. LLC | Market maker | 15.5K | $749K | 0.0% | -24.9% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 14.2K | $688K | 0.0% | +0.6% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 13.8K | $668K | 0.0% | +14.4% |
| CWM, LLC | Wealth advisor | 13.3K | $643K | 0.0% | +20.1% |
| SAGE RHINO CAPITAL LLC | Wealth advisor | 12.6K | $607K | 0.1% | -79.2% |
| Independent Advisor Alliance | Wealth advisor | 9.6K | $463K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.7K | $422K | 0.0% | -70.8% |
| Prism Advisors, Inc. | Wealth advisor | 6.6K | $320K | 0.1% | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 6.3K | $303K | 0.0% | +2.5% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 5.2K | $253K | 0.0% | Held |
| Lido Advisors, LLC | Wealth advisor | 4.8K | $230K | 0.0% | -50.0% |
| HighTower Advisors, LLC | Diversified mechanical | 4.4K | $215K | 0.0% | -52.6% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 4.4K | $215K | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 4.3K | $209K | 0.0% | New |
| Collier Financial | Wealth advisor | 3.1K | $151K | 0.1% | -10.2% |
| ROYAL BANK OF CANADA | Bank broker | 1.2K | $56K | 0.0% | +14.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 523 | $25K | 0.0% | Held |
| Hickory Point Bank & Trust | Other | 432 | $21K | 0.0% | New |
| Ancora Advisors LLC | Diversified mechanical | 315 | $15K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.