JP MORGAN INFLATION MGD BOND (JCPI) Top Institutional Shareholders
JP MORGAN INFLATION MGD BOND (JCPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $100.39M in JCPI holdings during the latest filing period.
Mai Capital Management is currently the largest disclosed institutional shareholder of JCPI tracked by InsiderSet, reporting ownership valued at approximately $13.45M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.29M, representing an estimated loss of -1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed JCPI value among the investors covered in this analysis. Major shareholders include Mai Capital Management, Oxford Financial Group, Ltd. Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JP MORGAN INFLATION MGD BOND (JCPI).
This page ranks the largest institutional JCPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$100.39M
Largest Holder
Mai Capital Management
Largest Position
$13.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mai Capital Management | 0.08% | 278,068 | $13,452,951 | $13,286,089 | -$166,862 | -1.24% | |
| Oxford Financial Group, Ltd. Llc | 0.67% | 257,621 | $12,463,703 | $12,309,131 | -$154,572 | -1.24% | |
| Lpl Financial Llc | 0.00% | 151,821 | $7,345,079 | $7,254,007 | -$91,072 | -1.24% | |
| Ubs Group Ag | 0.00% | 131,974 | $6,384,902 | $6,305,718 | -$79,184 | -1.24% | |
| Ae Wealth Management Llc | 0.03% | 111,413 | $5,390,081 | $5,323,313 | -$66,768 | -1.24% | |
| Private Advisor Group, Llc | 0.02% | 101,631 | $4,916,933 | $4,855,929 | -$61,004 | -1.24% | |
| Avior Wealth Management, Llc | 0.14% | 100,729 | $4,873,260 | $4,812,832 | -$60,428 | -1.24% | |
| Systelligence, Llc | 0.93% | 98,825 | $4,781,154 | $4,721,859 | -$59,296 | -1.24% | |
| Raymond James Financial Inc | 0.00% | 69,106 | $3,343,348 | $3,301,885 | -$41,463 | -1.24% | |
| Kestra Private Wealth Services, Llc | 0.03% | 58,218 | $2,816,599 | $2,781,656 | -$34,943 | -1.24% | |
| Goldman Sachs Group Inc | 0.00% | 57,377 | $2,775,899 | $2,741,473 | -$34,426 | -1.24% | |
| Balanced Rock Investment Advisors Llc | 1.81% | 53,408 | $2,583,879 | $2,551,834 | -$32,045 | -1.24% | |
| Envestnet Asset Management Inc | 0.00% | 50,720 | $2,453,812 | $2,423,402 | -$30,410 | -1.24% | |
| Mml Investors Services, Llc | 0.01% | 45,469 | $2,199,781 | $2,172,509 | -$27,272 | -1.24% | |
| &Partners | 0.01% | 40,648 | $1,966,557 | $1,942,161 | -$24,396 | -1.24% | |
| Integrated Wealth Concepts Llc | 0.02% | 40,085 | $1,939,326 | $1,915,261 | -$24,065 | -1.24% | |
| Jane Street Group, Llc | 0.00% | 39,565 | $1,914,155 | $1,890,416 | -$23,739 | -1.24% | |
| Jones Financial Companies Lllp | 0.00% | 33,750 | $1,621,353 | $1,612,575 | -$8,778 | -0.54% | |
| Stifel Financial Corp | 0.00% | 31,375 | $1,517,924 | $1,499,098 | -$18,827 | -1.24% | |
| Clear Creek Financial Management, Llc | 0.11% | 30,133 | $1,457,835 | $1,439,755 | -$18,080 | -1.24% | |
| Citadel Advisors Llc | 0.00% | 26,601 | $1,286,956 | $1,270,996 | -$15,960 | -1.24% | |
| Equitable Holdings, Inc. | 0.01% | 25,500 | $1,228,845 | $1,218,390 | -$10,455 | -0.85% | |
| Osaic Holdings, Inc. | 0.00% | 24,724 | $1,196,382 | $1,181,313 | -$15,069 | -1.26% | |
| Cornerstone Planning Group Llc | 0.15% | 23,820 | $1,158,100 | $1,138,120 | -$19,980 | -1.73% | |
| Kavar Capital Partners Group, Llc | 0.14% | 23,336 | $1,128,972 | $1,114,994 | -$13,978 | -1.24% | |
| Cetera Investment Advisers | 0.00% | 21,718 | $1,050,696 | $1,037,686 | -$13,010 | -1.24% | |
| Oppenheimer & Co Inc | 0.01% | 16,400 | $793,432 | $783,592 | -$9,840 | -1.24% | |
| Bill Few Associates, Inc. | 0.18% | 15,625 | $755,938 | $746,563 | -$9,376 | -1.24% | |
| Citizens Financial Group Inc/Ri | 0.01% | 14,230 | $688,432 | $679,909 | -$8,523 | -1.24% | |
| Cibc World Market Inc. | 0.00% | 13,810 | $668,128 | $659,842 | -$8,286 | -1.24% | |
| Cwm, Llc | 0.00% | 13,287 | $642,825 | $634,853 | -$7,972 | -1.24% | |
| Sage Rhino Capital Llc | 0.11% | 12,552 | $607,251 | $599,735 | -$7,516 | -1.24% | |
| Independent Advisor Alliance | 0.00% | 9,566 | $462,819 | $457,063 | -$5,756 | -1.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,714 | $421,580 | $416,355 | -$5,225 | -1.24% | |
| Prism Advisors, Inc. | 0.09% | 6,614 | $319,985 | $316,017 | -$3,968 | -1.24% | |
| Nations Financial Group Inc | 0.02% | 6,257 | $302,714 | $298,959 | -$3,755 | -1.24% | |
| J.W. Cole Advisors, Inc. | 0.01% | 5,220 | $252,544 | $249,412 | -$3,132 | -1.24% | |
| Lido Advisors, Llc | 0.00% | 4,763 | $230,434 | $227,576 | -$2,858 | -1.24% | |
| Hightower Advisors, Llc | 0.00% | 4,442 | $214,904 | $212,239 | -$2,665 | -1.24% | |
| Prevail Innovative Wealth Advisors, Llc | 0.04% | 4,435 | $214,565 | $211,904 | -$2,661 | -1.24% | |
| Prospera Financial Services Inc | 0.00% | 4,311 | $208,552 | $205,980 | -$2,572 | -1.23% | |
| Collier Financial | 0.11% | 3,115 | $150,698 | $148,835 | -$1,863 | -1.24% | |
| Royal Bank Of Canada | 0.00% | 1,157 | $56,000 | $55,281 | -$719 | -1.28% | |
| Medallion Wealth Advisors, Llc | 0.00% | 870 | $42,007 | $41,569 | -$438 | -1.04% | |
| International Assets Investment Management, Llc | 0.00% | 523 | $25,120 | $24,989 | -$131 | -0.52% | |
| Hickory Point Bank & Trust | 0.01% | 432 | $20,900 | $20,641 | -$259 | -1.24% | |
| Ancora Advisors Llc | 0.00% | 315 | $15,240 | $15,051 | -$189 | -1.24% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 300 | $14,514 | $14,334 | -$180 | -1.24% | |
| Clarity Asset Management, Inc. | 0.01% | 256 | $12,398 | $12,232 | -$166 | -1.34% | |
| Morgan Stanley | 0.00% | 174 | $8,429 | $8,314 | -$115 | -1.37% |
Frequently asked questions about JCPI
Who owns the most JCPI stock?
The largest holders of JCPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JP MORGAN INFLATION MGD BOND (JCPI).
Is JCPI widely held by superinvestors?
Many widely followed stocks like JCPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JCPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.