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JPMorgan Inflation Managed Bond ETF

51 hedge funds and large institutions have $626M invested in JPMorgan Inflation Managed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 7

96% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $6.41M

16% more funds holding

Funds holding: 4451 (+7)

1% more capital invested

Capital invested by funds: $619M → $626M (+$7.09M)

3.01% less ownership

Funds ownership: 80.59%77.58% (-3%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
7
Closed
2
Calls
$12.6M
Puts
$6.41M
Net Calls
+$6.17M
Net Calls Change
+$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$502M -$29.6M -607,981 -6%
Goldman Sachs
2
Goldman Sachs
New York
$27.1M +$26.4M +542,839 +2,646%
OFG
3
Oxford Financial Group
Indiana
$12.9M -$581K -11,943 -4%
MCM
4
MAI Capital Management
Ohio
$12.7M +$476K +9,790 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$6.68M +$308K +6,341 +5%
LPL Financial
6
LPL Financial
California
$6.67M +$919K +18,910 +16%
UBS Group
7
UBS Group
Switzerland
$6.47M +$46.3K +952 +0.7%
AWM
8
Avior Wealth Management
Nebraska
$4.62M +$3.98M +81,953 +590%
Jane Street
9
Jane Street
New York
$4.35M +$4.39M +90,281 New
AWM
10
AE Wealth Management
Kansas
$4.17M +$1.72M +35,406 +69%
PAG
11
Private Advisor Group
New Jersey
$3.38M +$1.67M +34,330 +96%
SRC
12
Sage Rhino Capital
California
$2.9M +$84.2K +1,731 +3%
KPWS
13
Kestra Private Wealth Services
Texas
$2.7M +$71.1K +1,463 +3%
BRIA
14
Balanced Rock Investment Advisors
Massachusetts
$2.49M +$143K +2,951 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.23M +$686K +14,107 +44%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.21M -$758K -15,592 -25%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.04M +$585K +12,041 +40%
Citadel Advisors
18
Citadel Advisors
Florida
$1.97M +$1.71M +35,257 +626%
P
19
&Partners
Tennessee
$1.94M +$132K +2,715 +7%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.65M +$184K +3,785 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.44M -$48.2K -991 -3%
EH
22
Equitable Holdings
New York
$1.22M +$451K +9,276 +58%
Stifel Financial
23
Stifel Financial
Missouri
$1.07M +$426K +8,770 +65%
CCFM
24
Clear Creek Financial Management
Washington
$1.07M +$21.8K +448 +2%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.04M +$329K +6,770 +46%

JCPI Hedge Fund Activity: Q4 2025 in Review

51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Inflation Managed Bond ETF (JCPI) for Q4 2025, worth a combined $626M — up 1.1% from $619M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JCPI positions and 2 closed out — a net gain of 7 holders — while 28 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $26.4M. The largest seller was JP Morgan Chase, cutting an estimated $29.6M.

  • 51 institutional investors held JPMorgan Inflation Managed Bond ETF (JCPI) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $626M of JPMorgan Inflation Managed Bond ETF stock for Q4 2025, up 1.1% quarter-over-quarter.
  • 9 funds opened new JPMorgan Inflation Managed Bond ETF positions in Q4 2025 and 2 closed out, a net change of +7 holders.
  • The largest JPMorgan Inflation Managed Bond ETF buyer in Q4 2025 was Goldman Sachs, an estimated $26.4M added.
  • The largest JPMorgan Inflation Managed Bond ETF seller in Q4 2025 was JP Morgan Chase, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2025.