JP MORGAN INFLATION MGD BOND (JCPI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $107.73M 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 $13.14M, representing an estimated loss of -2.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed JCPI value among the investors covered in this analysis. Major shareholders include Mai Capital Management, Oxford Financial Group, Ltd. Llc, Fulton Breakefield Broenniman 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
56
Total Reported Value
$107.73M
Largest Holder
Mai Capital Management
Largest Position
$13.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $13,135,932 | -$317,019 | -2.36% | |
| Oxford Financial Group, Ltd. Llc | 0.67% | 257,621 | $12,463,703 | $12,170,016 | -$293,687 | -2.36% | |
| Fulton Breakefield Broenniman Llc | 0.67% | 238,292 | $11,402,272 | $11,256,914 | -$145,358 | -1.27% | |
| Lpl Financial Llc | 0.00% | 151,821 | $7,345,079 | $7,172,024 | -$173,055 | -2.36% | |
| Ubs Group Ag | 0.00% | 131,974 | $6,384,902 | $6,234,452 | -$150,450 | -2.36% | |
| Private Advisor Group, Llc | 0.03% | 118,963 | $5,692,378 | $5,619,812 | -$72,566 | -1.27% | |
| Systelligence, Llc | 0.63% | 78,600 | $3,761,010 | $3,713,064 | -$47,946 | -1.27% | |
| Raymond James Financial Inc | 0.00% | 69,106 | $3,343,348 | $3,264,567 | -$78,781 | -2.36% | |
| Ocean Park Asset Management, Llc | 0.15% | 66,500 | $3,182,025 | $3,141,460 | -$40,565 | -1.27% | |
| Goldman Sachs Group Inc | 0.00% | 57,377 | $2,775,899 | $2,710,489 | -$65,410 | -2.36% | |
| Envestnet Asset Management Inc | 0.00% | 55,534 | $2,657,321 | $2,623,426 | -$33,895 | -1.28% | |
| Kestra Private Wealth Services, Llc | 0.03% | 55,476 | $2,654,542 | $2,620,686 | -$33,856 | -1.28% | |
| Balanced Rock Investment Advisors Llc | 1.81% | 53,408 | $2,583,879 | $2,522,994 | -$60,885 | -2.36% | |
| Mml Investors Services, Llc | 0.01% | 45,469 | $2,199,781 | $2,147,956 | -$51,825 | -2.36% | |
| Clear Creek Financial Management, Llc | 0.13% | 42,119 | $2,015,394 | $1,989,702 | -$25,692 | -1.27% | |
| &Partners | 0.01% | 40,648 | $1,966,557 | $1,920,212 | -$46,345 | -2.36% | |
| Integrated Wealth Concepts Llc | 0.02% | 40,085 | $1,939,326 | $1,893,615 | -$45,711 | -2.36% | |
| Jane Street Group, Llc | 0.00% | 39,565 | $1,914,155 | $1,869,051 | -$45,104 | -2.36% | |
| Urban Wealth Management, Llc | 1.64% | 39,348 | $1,882,802 | $1,858,800 | -$24,002 | -1.27% | |
| Jones Financial Companies Lllp | 0.00% | 33,750 | $1,621,353 | $1,594,350 | -$27,003 | -1.67% | |
| Stifel Financial Corp | 0.00% | 31,375 | $1,517,924 | $1,482,155 | -$35,769 | -2.36% | |
| Citadel Advisors Llc | 0.00% | 26,601 | $1,286,956 | $1,256,631 | -$30,325 | -2.36% | |
| Equitable Holdings, Inc. | 0.01% | 25,500 | $1,228,845 | $1,204,620 | -$24,225 | -1.97% | |
| Osaic Holdings, Inc. | 0.00% | 24,724 | $1,196,382 | $1,167,962 | -$28,420 | -2.38% | |
| Cornerstone Planning Group Llc | 0.15% | 25,061 | $1,193,421 | $1,183,882 | -$9,539 | -0.80% | |
| Atria Investments, Inc | 0.01% | 23,419 | $1,120,599 | $1,106,314 | -$14,285 | -1.27% | |
| Prevail Innovative Wealth Advisors, Llc | 0.16% | 22,347 | $1,069,304 | $1,055,672 | -$13,632 | -1.27% | |
| Cetera Investment Advisers | 0.00% | 21,718 | $1,050,696 | $1,025,958 | -$24,738 | -2.35% | |
| Oppenheimer & Co Inc | 0.01% | 16,650 | $796,703 | $786,546 | -$10,157 | -1.27% | |
| Bill Few Associates, Inc. | 0.16% | 15,213 | $727,942 | $718,662 | -$9,280 | -1.27% | |
| Citizens Financial Group Inc/Ri | 0.01% | 14,230 | $688,432 | $672,225 | -$16,207 | -2.35% | |
| Cibc World Market Inc. | 0.00% | 13,810 | $668,128 | $652,384 | -$15,744 | -2.36% | |
| Cwm, Llc | 0.00% | 13,287 | $642,825 | $627,678 | -$15,147 | -2.36% | |
| Sage Rhino Capital Llc | 0.08% | 9,819 | $469,848 | $463,850 | -$5,998 | -1.28% | |
| Independent Advisor Alliance | 0.00% | 9,566 | $462,819 | $451,898 | -$10,921 | -2.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,506 | $407,030 | $401,823 | -$5,207 | -1.28% | |
| Nations Financial Group Inc | 0.02% | 7,497 | $358,731 | $354,158 | -$4,573 | -1.27% | |
| Prism Advisors, Inc. | 0.08% | 6,737 | $322,365 | $318,256 | -$4,109 | -1.27% | |
| J.W. Cole Advisors, Inc. | 0.00% | 5,220 | $249,777 | $246,593 | -$3,184 | -1.27% | |
| Prospera Financial Services Inc | 0.00% | 5,072 | $242,674 | $239,601 | -$3,073 | -1.27% | |
| Lido Advisors, Llc | 0.00% | 4,763 | $230,434 | $225,004 | -$5,430 | -2.36% | |
| Hightower Advisors, Llc | 0.00% | 4,442 | $214,904 | $209,840 | -$5,064 | -2.36% | |
| Collier Financial | 0.10% | 3,120 | $149,276 | $147,389 | -$1,887 | -1.26% | |
| Royal Bank Of Canada | 0.00% | 1,157 | $56,000 | $54,657 | -$1,343 | -2.40% | |
| Medallion Wealth Advisors, Llc | 0.00% | 870 | $42,007 | $41,099 | -$908 | -2.16% | |
| International Assets Investment Management, Llc | 0.00% | 523 | $24,910 | $24,707 | -$203 | -0.82% | |
| Hickory Point Bank & Trust | 0.01% | 432 | $20,671 | $20,408 | -$263 | -1.27% | |
| Ancora Advisors Llc | 0.00% | 315 | $15,240 | $14,881 | -$359 | -2.36% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 300 | $14,514 | $14,172 | -$342 | -2.36% | |
| Morgan Stanley | 0.00% | 174 | $8,429 | $8,220 | -$209 | -2.48% |
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.