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JPMorgan Inflation Managed Bond ETF (JCPI) Institutional Ownership

JPMorgan Inflation Managed Bond ETF logo
$48.88 +0.21 (+0.43%)
Closing price 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Inflation Managed Bond ETF (BATS:JCPI)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$83.76M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$31.09M
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JCPI Institutional Buying and Selling by Quarter

JPMorgan Inflation Managed Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.79,115$3.82M0.0%+4.9%0.531%
8/15/2025Oxford Financial Group LTD. LLC291,873$14.08M0.8%-9.5%1.960%
8/15/2025MML Investors Services LLC29,231$1.41M0.0%N/A0.196%
8/15/2025Balanced Rock Investment Advisors LLC43,666$2.11M1.7%N/A0.293%
8/14/2025Raymond James Financial Inc.112,120$5.41M0.0%-0.2%0.753%
8/12/2025MAI Capital Management246,008$11.87M0.1%+1.8%1.652%
8/12/2025JPMorgan Chase & Co.10,885,802$525.24M0.0%+6.7%73.108%
8/8/2025Cetera Investment Advisers22,173$1.07M0.0%+57.9%0.149%
8/8/2025Avalon Trust Co2,366$114K0.0%N/A0.016%
8/1/2025Envestnet Asset Management Inc.30,464$1.47M0.0%N/A0.205%
7/25/2025Atria Wealth Solutions Inc.7,779$375K0.0%N/A0.052%
7/25/2025Bill Few Associates Inc.13,161$635K0.2%+8.8%0.088%
7/23/2025Clear Creek Financial Management LLC21,879$1.06M0.1%-15.7%0.147%
7/17/2025Kavar Capital Partners Group LLC43,963$2.12M0.3%N/A0.295%
7/17/2025Sage Rhino Capital LLC57,180$2.76M0.6%-3.3%0.384%
7/16/2025Gradient Capital Advisors LLC4,152$200K0.1%N/A0.028%
5/19/2025Jane Street Group LLC32,110$1.55M0.0%+259.6%0.221%
5/16/2025Jones Financial Companies Lllp24,543$1.28M0.0%+739.1%0.169%
5/16/2025Integrated Wealth Concepts LLC8,210$395K0.0%N/A0.056%
5/15/2025MAI Capital Management241,579$11.63M0.1%+3.4%1.661%
5/14/2025Flow Traders U.S. LLC33,579$1.62M0.1%N/A0.231%
5/14/2025Capital Analysts LLC16,962$816K0.0%-2.4%0.117%
5/13/2025Raymond James Financial Inc.112,389$5.41M0.0%+8.7%0.773%
5/13/2025HighTower Advisors LLC77,740$3.74M0.0%+25.1%0.535%
5/12/2025JPMorgan Chase & Co.10,201,451$491.00M0.0%-1.8%70.161%
5/7/2025LPL Financial LLC38,041$1.83M0.0%+115.6%0.262%
5/6/2025Cetera Investment Advisers14,038$676K0.0%+18.9%0.097%
5/5/2025Kestra Private Wealth Services LLC52,012$2.50M0.0%+6.0%0.358%
5/5/2025Private Advisor Group LLC4,546$219K0.0%N/A0.031%
5/1/2025Sage Rhino Capital LLC59,138$2.85M0.7%+1.0%0.403%
4/28/2025Clear Creek Financial Management LLC25,944$1.25M0.1%+1.5%0.177%
4/15/2025Collier Financial5,059$243K0.2%-16.0%0.034%
3/17/2025Wealth Enhancement Advisory Services LLC6,465$303K0.0%N/A0.046%
2/17/2025Cetera Investment Advisers11,808$553K0.0%+15.9%0.084%
2/14/2025Jane Street Group LLC8,930$418K0.0%-77.0%0.064%
2/14/2025Capital Analysts LLC17,387$814K0.0%+19.8%0.124%
2/13/2025Raymond James Financial Inc.103,408$4.84M0.0%N/A0.739%
2/13/2025Envestnet Asset Management Inc.5,077$238K0.0%-34.7%0.036%
2/12/2025WealthTrak Capital Management LLC4,846$227K0.2%N/A0.035%
2/12/2025JPMorgan Chase & Co.10,391,661$486.33M0.0%-3.4%74.279%
2/11/2025LPL Financial LLC17,642$826K0.0%-13.7%0.126%
2/11/2025Oxford Financial Group LTD. LLC335,752$15.71M1.0%-6.9%2.400%
2/7/2025HighTower Advisors LLC62,136$2.91M0.0%N/A0.444%
2/6/2025Raymond James Financial Inc.103,408$4.84M0.0%N/A0.739%
2/6/2025Mainstream Capital Management LLC706$33K0.0%N/A0.005%
2/6/2025Sage Rhino Capital LLC58,547$2.74M0.6%-5.9%0.418%
2/6/2025Jones Financial Companies Lllp2,925$137K0.0%+15.1%0.021%
1/28/2025Kestra Private Wealth Services LLC49,050$2.30M0.0%+15.4%0.351%
1/24/2025Clear Creek Financial Management LLC25,549$1.20M0.1%N/A0.183%
1/17/2025Bill Few Associates Inc.13,201$618K0.2%+22.2%0.094%
12/26/2024JPMorgan Chase & Co.10,754,429$516.32M0.0%+3.2%76.872%
11/15/2024MML Investors Services LLC6,830$328K0.0%+9.5%0.049%
11/15/2024Jane Street Group LLC38,862$1.87M0.0%+59.0%0.278%
11/14/2024Flow Traders U.S. LLC22,995$1.10M0.1%+15.8%0.164%
11/5/2024Nations Financial Group Inc. IA ADV4,927$237K0.0%N/A0.035%
10/24/2024Kavar Capital Partners Group LLC49,292$2.37M0.4%N/A0.352%
10/16/2024Bill Few Associates Inc.10,806$519K0.2%-12.5%0.077%
10/5/2024Halpern Financial Inc.224,635$10.78M2.8%+2.5%1.606%
8/14/2024Bank of Montreal Can13,600$635K0.0%+1,260.0%0.097%
7/30/2024Sage Rhino Capital LLC62,531$2.92M0.7%+1.4%0.447%
7/17/2024Olympus Wealth Management LLC4,763$222K0.1%N/A0.034%
7/16/2024Bill Few Associates Inc.12,348$577K0.2%-52.7%0.088%
7/9/2024Halpern Financial Inc.219,158$10.23M2.8%+4.9%1.567%
5/14/2024Oxford Financial Group LTD. LLC363,356$17.03M1.2%-2.7%2.597%
4/26/2024Sage Rhino Capital LLC61,660$2.89M0.7%+7.9%0.441%
4/9/2024Halpern Financial Inc.208,853$9.71M2.8%+6.1%0.000%
2/26/2024Centaurus Financial Inc.3,450$160K0.0%-22.5%0.000%
2/15/2024Oxford Financial Group LTD. LLC373,292$17.36M1.3%-9.0%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC6,165$287K0.1%-10.8%0.000%
2/5/2024Sage Rhino Capital LLC57,134$2.66M0.7%-3.6%0.000%
2/5/2024Kestra Private Wealth Services LLC26,145$1.22M0.0%+3.9%0.000%
2/1/2024Gradient Capital Advisors LLC5,100$237K0.1%-19.6%0.000%
1/31/2024Hunter Associates Investment Management LLC98,533$4.58M0.8%-16.6%0.000%
1/19/2024Realta Investment Advisors5,485$255K0.1%+11.8%0.000%
1/19/2024Halpern Financial Inc.196,883$9.15M2.8%+0.3%0.000%
1/17/2024Bill Few Associates Inc.26,720$1.24M0.6%-11.4%0.000%
11/15/2023JPMorgan Chase & Co.6,481,136$292.95M0.0%-3.0%0.000%
11/8/2023Kestra Private Wealth Services LLC25,163$1.14M0.0%+16.7%0.000%
11/6/2023Kavar Capital Partners Group LLC100,783$4.56M1.0%-7.8%0.000%
10/26/2023Sage Rhino Capital LLC59,288$2.68M0.7%-7.2%0.000%
10/25/2023Stone Point Wealth LLC12,677$573K0.2%+11.4%0.000%
10/20/2023Bill Few Associates Inc.30,161$1.36M0.7%+12.1%0.000%
10/10/2023Halpern Financial Inc.196,299$8.87M3.1%+7.3%0.000%
9/21/2023Halpern Financial Inc.182,908$8.45M2.9%+2.1%0.000%
8/11/2023JPMorgan Chase & Co.6,682,857$308.61M0.0%-39.2%0.000%
8/10/2023Oxford Financial Group Ltd.420,391$19.41M1.8%-12.3%0.000%
8/9/2023Flow Traders U.S. LLC14,649$676K0.0%N/A0.000%
8/9/2023Coastal Investment Advisors Inc.4,904$226K0.0%N/A0.000%
8/8/2023Kestra Private Wealth Services LLC21,562$996K0.0%+21.9%0.000%
8/3/2023Hunter Associates Investment Management LLC118,209$5.46M1.1%-5.4%0.000%
7/31/2023LPL Financial LLC31,195$1.44M0.0%-30.1%0.000%
7/31/2023Sage Rhino Capital LLC63,902$2.95M0.8%-1.4%0.000%
7/26/2023Stone Point Wealth LLC11,382$526K0.2%+12.1%0.000%
7/19/2023Gradient Capital Advisors LLC6,322$292K0.1%+37.3%0.000%
7/18/2023Bill Few Associates Inc.26,895$1.24M0.6%+33.1%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.29,250$1.35M0.0%+2.4%0.000%
5/12/2023Oxford Financial Group Ltd.479,205$22.76M2.6%-3.0%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.28,569$1.36M0.0%-5.4%0.000%
5/10/2023Citizens Financial Group Inc RI12,862$611K0.0%+24.0%0.000%
5/10/2023Resources Investment Advisors LLC.9,099$432K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JCPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JCPI shares?

During the previous two years, 38 institutional investors and hedge funds held shares of JPMorgan Inflation Managed Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($525.24M), Oxford Financial Group LTD. LLC ($14.08M), MAI Capital Management ($11.87M), Halpern Financial Inc. ($10.78M), Raymond James Financial Inc. ($5.41M), Hunter Associates Investment Management LLC ($4.58M), and Osaic Holdings Inc. ($3.82M).Learn more on JPMorgan Inflation Managed Bond ETF's institutional investors.

Which institutional investors have been buying JPMorgan Inflation Managed Bond ETF's stock?

Of the 33 institutional investors that purchased JPMorgan Inflation Managed Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.02M), Raymond James Financial Inc. ($215.80K), Kavar Capital Partners Group LLC ($93.26K), HighTower Advisors LLC ($77.74K), Halpern Financial Inc. ($45.51K), Balanced Rock Investment Advisors LLC ($43.67K), and Jane Street Group LLC ($37.60K).

How much institutional buying is happening at JPMorgan Inflation Managed Bond ETF?

Institutional investors have bought a total of 1,749,063 shares in the last 24 months. This purchase volume represents approximately $83.76M in transactions.

Which of JPMorgan Inflation Managed Bond ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold JPMorgan Inflation Managed Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($552.98K), Oxford Financial Group LTD. LLC ($55.34K), Jane Street Group LLC ($29.93K), Sage Rhino Capital LLC ($5.63K), Clear Creek Financial Management LLC ($4.07K), LPL Financial LLC ($2.81K), and Envestnet Asset Management Inc. ($2.69K).

How much institutional selling is happening at JPMorgan Inflation Managed Bond ETF?

Institutional investors have sold a total of 656,644 shares in the last 24 months. This volume of shares sold represents approximately $31.09M in transactions.


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This page (BATS:JCPI) was last updated on 9/9/2025 by MarketBeat.com Staff
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