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JPMorgan Inflation Managed Bond ETF

44 hedge funds and large institutions have $619M invested in JPMorgan Inflation Managed Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

16% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $17.7M

16% more funds holding

Funds holding: 3844 (+6)

4% more capital invested

Capital invested by funds: $598M → $619M (+$21.1M)

2.59% less ownership

Funds ownership: 83.18%80.59% (-2.6%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
4
Closed
4
Calls
$20.5M
Puts
$17.7M
Net Calls
+$2.8M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$538M +$7.07M +145,871 +1%
OFG
2
Oxford Financial Group
Indiana
$13.7M -$560K -11,547 -4%
MCM
3
MAI Capital Management
Ohio
$12.4M +$351K +7,234 +3%
UBS Group
4
UBS Group
Switzerland
$6.5M +$225K +4,650 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$6.45M +$977K +20,150 +18%
LPL Financial
6
LPL Financial
California
$5.83M +$696K +14,366 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$3M -$860K -17,741 -22%
SRC
8
Sage Rhino Capital
California
$2.86M +$66.3K +1,368 +2%
KPWS
9
Kestra Private Wealth Services
Texas
$2.66M +$73.4K +1,515 +3%
AWM
10
AE Wealth Management
Kansas
$2.5M +$2.47M +50,937 +17,873%
BRIA
11
Balanced Rock Investment Advisors
Massachusetts
$2.38M +$244K +5,041 +12%
P
12
&Partners
Tennessee
$1.83M +$78.9K +1,627 +5%
PAG
13
Private Advisor Group
New Jersey
$1.75M +$1.74M +35,870 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.56M +$78.4K +1,618 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.5M +$1.06M +21,804 +241%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.49M +$1.04M +21,434 +238%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.48M +$54.2K +1,118 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.26M -$2.95M -60,828 -70%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.15M +$68.4K +1,412 +6%
CCFM
20
Clear Creek Financial Management
Washington
$1.06M -$5.19K -107 -0.5%
Goldman Sachs
21
Goldman Sachs
New York
$1M +$994K +20,514 New
CAL
22
Capital Analysts LLC
Pennsylvania
$918K +$17.4K +359 +2%
OC
23
Oppenheimer & Co
New York
$788K +$459K +9,475 +142%
EH
24
Equitable Holdings
New York
$785K +$579K +11,941 +288%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$720K +$147K +3,037 +26%

JCPI Hedge Fund Activity: Q3 2025 in Review

44 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Inflation Managed Bond ETF (JCPI) for Q3 2025, worth a combined $619M — up 3.5% from $598M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JCPI positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $7.07M. The largest seller was HighTower Advisors, cutting an estimated $2.95M.

  • 44 institutional investors held JPMorgan Inflation Managed Bond ETF (JCPI) as of Q3 2025, up from 38 in Q2 2025.
  • Funds reported $619M of JPMorgan Inflation Managed Bond ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 12 funds opened new JPMorgan Inflation Managed Bond ETF positions in Q3 2025 and 4 closed out, a net change of +8 holders.
  • The largest JPMorgan Inflation Managed Bond ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $7.07M added.
  • The largest JPMorgan Inflation Managed Bond ETF seller in Q3 2025 was HighTower Advisors, an estimated $2.95M sold.

Based on aggregated 13F filings for Q3 2025.