J
JPMorgan Inflation Managed Bond
JCPI • BATS
JPMorgan Inflation Managed Bond is an exchange-traded fund on BATS. As of Q3 2025, 44 institutional investors hold shares in this ETF, with total holdings valued at $618.9M. JPMORGAN CHASE & CO is the largest holder with a position valued at $538.1M.
Overview
Overview of institutional ownership in JCPI as of Q3 2025
All Institutions
- Institutions
- 44
- Value Held
- $618.9M
- Shares Held
- 12.7M
- Avg Position
- $14.1M
- Median Position
- $853.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $274.7K
- Shares Held
- 5.6K
- Avg Position
- $274.7K
- Median Position
- $274.7K
Biggest Investors
Institutions with the largest positions in JCPI as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $538.1M 0.03% of portfolio |
 OXFORD FINANCIAL GROUP LTD Family Office | $13.7M 0.77% of portfolio |
 MAI Wealth Advisors RIA/Wealth | $12.4M 0.08% of portfolio |
 UBS Group AG Institution | $6.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $5.8M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.0M 0.00% of portfolio |
S SAGE RHINO CAPITAL LLC RIA/Wealth | $2.9M 0.55% of portfolio |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $2.7M 0.04% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $2.5M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JCPI in Q3 2025
- Traded
- +$15.0M
- Buyers
- 36
- Sellers
- 9
- Total Bought
- +$22.0M
- Total Sold
- −$7.0M
- Avg Position
- $12.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$7.1M +145.9K shares |
AE Wealth Management LLC RIA/Wealth | +$2.5M +50.9K shares |
 Private Advisor Group, LLC RIA/Wealth | +$1.7M +35.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.1M +21.8K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$1.0M +21.4K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.0M +20.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$982.9K +20.2K shares |
L LPL Financial LLC Institution | +$700.8K +14.4K shares |
+$677.7K +13.9K shares | |
S STIFEL FINANCIAL CORP Long Only Manager | +$659.2K +13.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | −$3.0M −60.8K shares |
 KAVAR CAPITAL PARTNERS GROUP, LLC RIA/Wealth | −$2.1M −44.0K shares |
A Advisor Group Holdings, Inc. Institution | −$866.4K −17.7K shares |
OXFORD FINANCIAL GROUP LTD Family Office | −$563.3K −11.5K shares |
W WealthTrak Capital Management LLC RIA/Wealth | −$229.3K −4.8K shares |
G Gradient Capital Advisors, LLC RIA/Wealth | −$200.3K −4.2K shares |
 Collier Financial RIA/Wealth | −$40.4K −828.0 shares |
 Clear Creek Financial Management, LLC RIA/Wealth | −$5.2K −107.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$2.0K −42.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JCPI in Q3 2025
- New Positions
- 10
- New Value
- $3.9M
- Exited Positions
- 4
- Exited Value
- $2.6M
New Positions
| Institution | Position Value |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $1.0M 20.5K shares |
$677.7K 13.9K shares | |
S STIFEL FINANCIAL CORP Long Only Manager | $659.2K 13.5K shares |
A ATRIA INVESTMENTS LLC Institution | $529.8K 10.9K shares |
 Lido Advisors, LLC RIA/Wealth | $464.7K 9.5K shares |
C CIBC World Markets Inc. Institution | $300.0K 6.2K shares |
J J.W. COLE ADVISORS, INC. Institution | $254.6K 5.2K shares |
 CWM, LLC RIA/Wealth | $25.7K 527.0 shares |
 Ancora Advisors, LLC RIA/Wealth | $15.4K 315.0 shares |
 Triumph Capital Management RIA/Wealth | $2.0K 41.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
KAVAR CAPITAL PARTNERS GROUP, LLC RIA/Wealth | $2.1M 44.0K shares |
W WealthTrak Capital Management LLC RIA/Wealth | $229.3K 4.8K shares |
G Gradient Capital Advisors, LLC RIA/Wealth | $200.3K 4.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $2.0K 42.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JCPI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JCPI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Balanced Rock Investment Advisor RIA/Wealth | 1.78% $2.4M |
OXFORD FINANCIAL GROUP LTD Family Office | 0.77% $13.7M |
S SAGE RHINO CAPITAL LLC RIA/Wealth | 0.55% $2.9M |
 Bill Few Associates, Inc. RIA/Wealth | 0.18% $642.4K |
Collier Financial RIA/Wealth | 0.16% $206.4K |
Clear Creek Financial Management, LLC RIA/Wealth | 0.09% $1.1M |
MAI Wealth Advisors RIA/Wealth | 0.08% $12.4M |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | 0.04% $2.7M |
JPMORGAN CHASE & CO Institution | 0.03% $538.1M |
 Capital Analysts, Inc. RIA/Wealth | 0.03% $918.2K |
Hedge Fund Spotlight
Discover hedge funds investing in JCPI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
J
Position in JPMorgan Inflation Managed Bond
- Market Value
- $274.7K
- Shares Held
- 5.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
