JCPI Institutional Ownership & Shareholders
JP MORGAN INFLATION MGD BOND (JCPI) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $651.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JCPI tracked by InsiderSet, reporting ownership valued at approximately $525.51M in its June 30, 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 $512.07M, representing an estimated loss of -2.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed JCPI value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Mai Capital Management, Buck Wealth Strategies, 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
59
Total Reported Value
$651.70M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$525.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.03% | 10,927,719 | $525,514,007 | $512,072,912 | -$13,441,095 | -2.56% | |
| Mai Capital Management | 0.05% | 285,828 | $13,676,891 | $13,393,900 | -$282,991 | -2.07% | |
| Buck Wealth Strategies, Llc | 1.18% | 269,075 | $12,393,615 | $12,608,855 | +$215,240 | +1.74% | |
| Oxford Financial Group, Ltd. Llc | 0.61% | 252,682 | $12,090,834 | $11,840,679 | -$250,155 | -2.07% | |
| Fulton Breakefield Broenniman Llc | 0.67% | 238,292 | $11,402,272 | $11,166,363 | -$235,909 | -2.07% | |
| Lpl Financial Llc | 0.00% | 170,578 | $8,162,176 | $7,993,285 | -$168,891 | -2.07% | |
| Private Advisor Group, Llc | 0.03% | 118,963 | $5,692,378 | $5,574,606 | -$117,772 | -2.07% | |
| Ubs Group Ag | 0.00% | 113,661 | $5,438,679 | $5,326,154 | -$112,525 | -2.07% | |
| Raymond James Financial Inc | 0.00% | 93,958 | $4,495,915 | $4,402,872 | -$93,043 | -2.07% | |
| Jane Street Group, Llc | 0.00% | 90,809 | $4,345,211 | $4,255,310 | -$89,901 | -2.07% | |
| Systelligence, Llc | 0.63% | 78,600 | $3,761,010 | $3,683,196 | -$77,814 | -2.07% | |
| Ocean Park Asset Management, Llc | 0.19% | 66,500 | $3,062,990 | $3,116,190 | +$53,200 | +1.74% | |
| Balanced Rock Investment Advisors Llc | 1.79% | 59,890 | $2,865,737 | $2,806,445 | -$59,292 | -2.07% | |
| Integrated Wealth Concepts Llc | 0.02% | 58,424 | $2,795,587 | $2,737,749 | -$57,838 | -2.07% | |
| Envestnet Asset Management Inc | 0.00% | 55,534 | $2,657,321 | $2,602,323 | -$54,998 | -2.07% | |
| Kestra Private Wealth Services, Llc | 0.03% | 56,721 | $2,612,565 | $2,657,946 | +$45,381 | +1.74% | |
| Capital Analysts, Llc | 0.06% | 53,065 | $2,539,000 | $2,486,626 | -$52,374 | -2.06% | |
| Jones Financial Companies Lllp | 0.00% | 47,778 | $2,295,035 | $2,238,877 | -$56,158 | -2.45% | |
| Mml Investors Services, Llc | 0.00% | 45,053 | $2,155,768 | $2,111,184 | -$44,584 | -2.07% | |
| Osaic Holdings, Inc. | 0.00% | 42,809 | $2,048,948 | $2,006,030 | -$42,918 | -2.09% | |
| &Partners | 0.01% | 41,459 | $1,983,798 | $1,942,769 | -$41,029 | -2.07% | |
| Stifel Financial Corp | 0.00% | 39,875 | $1,908,020 | $1,868,543 | -$39,478 | -2.07% | |
| Clear Creek Financial Management, Llc | 0.14% | 40,946 | $1,885,973 | $1,918,730 | +$32,757 | +1.74% | |
| Urban Wealth Management, Llc | 1.38% | 33,348 | $1,536,009 | $1,562,687 | +$26,678 | +1.74% | |
| Centennial Wealth Advisory Llc | 0.30% | 31,583 | $1,454,766 | $1,479,979 | +$25,213 | +1.73% | |
| Cornerstone Planning Group Llc | 0.17% | 30,235 | $1,396,123 | $1,416,812 | +$20,689 | +1.48% | |
| Atria Investments, Inc | 0.01% | 24,792 | $1,141,920 | $1,161,753 | +$19,833 | +1.74% | |
| Cetera Investment Advisers | 0.00% | 21,432 | $1,025,539 | $1,004,304 | -$21,235 | -2.07% | |
| Equitable Holdings, Inc. | 0.01% | 21,290 | $1,018,746 | $997,649 | -$21,097 | -2.07% | |
| Flow Traders U.S. Llc | 0.04% | 18,378 | $879,000 | $861,193 | -$17,807 | -2.03% | |
| Goldman Sachs Group Inc | 0.00% | 18,291 | $875,224 | $857,116 | -$18,108 | -2.07% | |
| Prevail Innovative Wealth Advisors, Llc | 0.10% | 17,274 | $796,677 | $809,460 | +$12,783 | +1.60% | |
| Bill Few Associates, Inc. | 0.15% | 16,036 | $738,618 | $751,447 | +$12,829 | +1.74% | |
| Citizens Financial Group Inc/Ri | 0.01% | 14,593 | $672,172 | $683,828 | +$11,656 | +1.73% | |
| Cibc World Market Inc. | 0.00% | 13,810 | $660,809 | $647,137 | -$13,672 | -2.07% | |
| Cwm, Llc | 0.00% | 13,287 | $642,825 | $622,629 | -$20,196 | -3.14% | |
| Oppenheimer & Co Inc | 0.01% | 12,650 | $582,659 | $592,779 | +$10,120 | +1.74% | |
| Sage Rhino Capital Llc | 0.07% | 9,746 | $448,917 | $456,698 | +$7,781 | +1.73% | |
| Prism Advisors, Inc. | 0.10% | 8,469 | $391,945 | $396,857 | +$4,912 | +1.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,809 | $359,680 | $365,930 | +$6,250 | +1.74% | |
| Nations Financial Group Inc | 0.02% | 7,497 | $358,731 | $351,309 | -$7,422 | -2.07% | |
| J.W. Cole Advisors, Inc. | 0.00% | 5,220 | $249,777 | $244,609 | -$5,168 | -2.07% | |
| Signet Private Wealth Llc | 0.20% | 5,114 | $244,687 | $239,642 | -$5,045 | -2.06% | |
| Prospera Financial Services Inc | 0.00% | 5,072 | $242,674 | $237,674 | -$5,000 | -2.06% | |
| Lido Advisors, Llc | 0.00% | 4,763 | $227,910 | $223,194 | -$4,716 | -2.07% | |
| Collier Financial | 0.10% | 3,120 | $149,276 | $146,203 | -$3,073 | -2.06% | |
| Royal Bank Of Canada | 0.00% | 729 | $35,000 | $34,161 | -$839 | -2.40% | |
| Mainstream Capital Management Llc | 0.02% | 706 | $32,518 | $33,083 | +$565 | +1.74% | |
| Farther Finance Advisors, Llc | 0.00% | 690 | $31,781 | $32,333 | +$552 | +1.74% | |
| Ancora Advisors Llc | 0.00% | 515 | $24,643 | $24,133 | -$510 | -2.07% |
Frequently asked questions about JCPI
Who are the largest institutional holders of JCPI?
The largest institutional holders of JCPI reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Mai Capital Management, Buck Wealth Strategies, Llc, Oxford Financial Group, Ltd. Llc, and Fulton Breakefield Broenniman Llc. InsiderSet ranks institutional holders by their latest reported JCPI position.
What is JCPI institutional ownership?
This page tracks JCPI positions reported by institutional investment managers through SEC Form 13F. JP MORGAN INFLATION MGD BOND (JCPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JCPI?
InsiderSet currently tracks 59 institutional managers reporting JCPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JCPI shareholders.
How much JCPI stock do institutions own?
Institutional investment managers disclosed approximately $651.70M in JCPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JCPI institutional ownership last updated?
The latest JCPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JCPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JCPI position after the reporting date.
Are institutions buying or selling JCPI?
Institutional buying and selling can be analyzed by comparing JCPI positions across consecutive 13F reporting periods. InsiderSet's JCPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JCPI ownership changes.
How has JCPI institutional ownership changed over time?
InsiderSet tracks JCPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.