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JPMorgan Inflation Managed Bond ETF

38 hedge funds and large institutions have $598M invested in JPMorgan Inflation Managed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

136% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $6.77M

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

19% more funds holding

Funds holding: 3238 (+6)

7% more capital invested

Capital invested by funds: $557M → $598M (+$41.2M)

1.69% more ownership

Funds ownership: 81.49%83.18% (+1.7%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
6
Closed
5
Calls
$15.9M
Puts
$6.77M
Net Calls
+$9.18M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$525M +$32.7M +684,351 +7%
OFG
2
Oxford Financial Group
Indiana
$14.1M -$1.46M -30,647 -10%
MCM
3
MAI Capital Management
Ohio
$11.9M +$211K +4,429 +2%
UBS Group
4
UBS Group
Switzerland
$6.2M +$170K +3,553 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$5.41M -$12.8K -269 -0.2%
LPL Financial
6
LPL Financial
California
$5.07M +$3.2M +67,086 +176%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.18M +$426K +8,920 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.82M +$176K +3,695 +5%
SRC
9
Sage Rhino Capital
California
$2.76M -$93.5K -1,958 -3%
KPWS
10
Kestra Private Wealth Services
Texas
$2.56M +$52K +1,089 +2%
KCPG
11
Kavar Capital Partners Group
Kansas
$2.12M +$2.1M +43,963 New
BRIA
12
Balanced Rock Investment Advisors
Massachusetts
$2.11M +$2.08M +43,666 New
P
13
&Partners
Tennessee
$1.73M +$1.71M +35,860 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.47M +$1.45M +30,464 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.41M +$1.4M +29,231 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.07M +$388K +8,135 +58%
CCFM
17
Clear Creek Financial Management
Washington
$1.06M -$194K -4,065 -16%
CAL
18
Capital Analysts LLC
Pennsylvania
$891K +$71.8K +1,503 +9%
CFG
19
Citizens Financial Group
Rhode Island
$669K +$6.54K +137 +1%
BFA
20
Bill Few Associates
Pennsylvania
$635K +$50.8K +1,065 +9%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$563K +$218K +4,575 +64%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$436K -$43.7K -915 -9%
IWC
23
Integrated Wealth Concepts
Massachusetts
$435K +$38.3K +803 +10%
AWS
24
Atria Wealth Solutions
New York
$375K +$371K +7,779 New
OC
25
Oppenheimer & Co
New York
$322K +$319K +6,675 New

JCPI Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Inflation Managed Bond ETF (JCPI) for Q2 2025, worth a combined $598M — up 7.4% from $557M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JCPI positions and 5 closed out — a net gain of 7 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $32.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.55M sold.

  • 38 institutional investors held JPMorgan Inflation Managed Bond ETF (JCPI) as of Q2 2025, up from 32 in Q1 2025.
  • Funds reported $598M of JPMorgan Inflation Managed Bond ETF stock for Q2 2025, up 7.4% quarter-over-quarter.
  • 12 funds opened new JPMorgan Inflation Managed Bond ETF positions in Q2 2025 and 5 closed out, a net change of +7 holders.
  • The largest JPMorgan Inflation Managed Bond ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $32.7M added.
  • The largest JPMorgan Inflation Managed Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2025.