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JP Morgan Inflation MGD Bond (JCPI)

CUSIP: 46654Q104 | NYSE | 110 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Buck Wealth Strategies, LLC269,075
1.2% of portfolio›$12.4M
Fulton Breakefield Broenniman LLC239,855
0.6% of portfolio›$11.0M
LPL Financial LLC237,271
0.0% of portfolio›$10.9M
Mach-1 Financial Group, LLC73,945
1.3% of portfolio›$3.4M
Cambridge Investment Research Advisors, Inc.73,576
0.0% of portfolio›$3.4K
Ocean Park Asset Management, LLC66,500
0.2% of portfolio›$3.1M
Smart Wealth LLC62,673
0.6% of portfolio›$2.9M
Kestra Private Wealth Services, LLC56,721
0.0% of portfolio›$2.6M
Clear Creek Financial Management, LLC40,946
0.1% of portfolio›$1.9M
Urban Wealth Management, LLC33,348
1.4% of portfolio›$1.5M
Centennial Wealth Advisory LLC31,583
0.3% of portfolio›$1.5M
Cornerstone Planning Group LLC30,235
0.2% of portfolio›$1.4M
Atria Investments, Inc24,792
0.0% of portfolio›$1.1M
Prevail Innovative Wealth Advisors, LLC17,274
0.1% of portfolio›$796.7K
Bill Few Associates, Inc.16,036
0.2% of portfolio›$738.6K
Citizens Financial Group Inc14,593
0.0% of portfolio›$672.2K
Oppenheimer & Co Inc12,650
0.0% of portfolio›$582.7K
Sage Rhino Capital LLC9,746
0.1% of portfolio›$448.9K
Prism Advisors, Inc.8,469
0.1% of portfolio›$391.9K
Nations Financial Group Inc,8,292
0.0% of portfolio›$381.9K
Commonwealth Equity Services, LLC7,809
0.0% of portfolio›$359.7K
Prospera Financial Services Inc6,158
0.0% of portfolio›$288.5K
J.W. Cole Advisors, Inc.5,220
0.0% of portfolio›$240.4K
Lido Advisors, LLC4,763
0.0% of portfolio›$219.4K
Collier Financial2,815
0.1% of portfolio›$129.7K
Mainstream Capital Management LLC706
0.0% of portfolio›$32.5K
Farther Finance Advisors, LLC690
0.0% of portfolio›$31.8K
Root Financial Partners, LLC459
0.0% of portfolio›$21.2K
Hickory Point Bank & Trust432
0.0% of portfolio›$19.9K
Bank & Trust Co66
0.0% of portfolio›$3.0K
Triumph Capital Management51
0.0% of portfolio›$2.3K
EPG Wealth Management LLC40
0.0% of portfolio›$1.8K
POM Investment Strategies, LLC3
0.0% of portfolio›$138
StyleTurnoverLocationFiled
Buck Wealth Strategies, LLC
269,075$12.4M1.2%ValueMediumDenver, CO2026-10-28
Fulton Breakefield Broenniman LLC
239,855$11.0M0.6%GrowthLowBethesda, MD2026-11-03
LPL Financial LLC
237,271$10.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Mach-1 Financial Group, LLC
73,945$3.4M1.3%ETFVery HighRogers, AR2026-11-06
Cambridge Investment Research Advisors, Inc.
73,576$3.4K0.0%ETFLowFairfield, IA2026-11-02
Ocean Park Asset Management, LLC
66,500$3.1M0.2%ETFLowSanta Monica, CA2026-10-21
Smart Wealth LLC
62,673$2.9M0.6%ETFHighOmaha, NE2026-11-04
Kestra Private Wealth Services, LLC
56,721$2.6M0.0%GrowthLowAustin, TX2026-11-06
Clear Creek Financial Management, LLC
40,946$1.9M0.1%ETFMediumSilverdale, WA2026-10-28
Urban Wealth Management, LLC
33,348$1.5M1.4%GrowthMediumLakewood, CA2026-10-21
Centennial Wealth Advisory LLC
31,583$1.5M0.3%ETFLowTraverse City, MI2026-10-16
Cornerstone Planning Group LLC
30,235$1.4M0.2%ETFMediumFairfield, NJ2026-10-16
Atria Investments, Inc
24,792$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Prevail Innovative Wealth Advisors, LLC
17,274$796.7K0.1%CoreVery HighLeawood, KS2026-10-20
Bill Few Associates, Inc.
16,036$738.6K0.2%CoreVery LowSewickley, PA2026-10-09
Citizens Financial Group Inc
14,593$672.2K0.0%GrowthLowProvidence, RI2026-10-23
Oppenheimer & Co Inc
12,650$582.7K0.0%CoreLowNew York, NY2026-10-26
Sage Rhino Capital LLC
9,746$448.9K0.1%ETFLowMenlo Park, CA2026-10-28
Prism Advisors, Inc.
8,469$391.9K0.1%ETFMediumStudio City, CA2026-10-09
Nations Financial Group Inc,
8,292$381.9K0.0%CoreLowCedar Rapids, IA2026-11-05
Commonwealth Equity Services, LLC
7,809$359.7K0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
6,158$288.5K0.0%CoreMediumDallas, TX2026-11-04
J.W. Cole Advisors, Inc.
5,220$240.4K0.0%IndexLowTampa, FL2026-11-05
Lido Advisors, LLC
4,763$219.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Collier Financial
2,815$129.7K0.1%ETFLowDenver, CO2026-11-06
Mainstream Capital Management LLC
706$32.5K0.0%GrowthLowLos Angeles, CA2026-10-23
Farther Finance Advisors, LLC
690$31.8K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
459$21.2K0.0%ETFMediumEncinitas, CA2026-10-21
Hickory Point Bank & Trust
432$19.9K0.0%CoreVery LowDecatur, IL2026-10-01
Bank & Trust Co
66$3.0K0.0%ValueVery LowLitchfield, IL2026-10-07
Triumph Capital Management
51$2.3K0.0%ETFMediumDenver, CO2026-10-14
EPG Wealth Management LLC
40$1.8K0.0%GrowthLowAtlanta, GA2026-11-03
POM Investment Strategies, LLC
3$1380.0%ETFVery HighRaleigh, NC2026-10-20