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JP Morgan Inflation MGD Bond (JCPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Buck Wealth Strategies, LLC
NEW
Shares269,075
Change+269,075
Value$12.4M
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED
Shares239,855 from 238,292
Change+1,563 (+1%)
Value$11.0M (-$354.6K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares237,271 from 170,578
Change+66,693 (+39%)
Value$10.9M (+$2.8M)
Filed 2026-11-06
Mach-1 Financial Group, LLC
NEW
Shares73,945
Change+73,945
Value$3.4M
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares73,576 from 70,512
Change+3,064 (+4%)
Value$3.4K (-$3.4M)
Filed 2026-11-02
Ocean Park Asset Management, LLC
UNCHANGED
Shares66,500 from 66,500
Change0 (0%)
Value$3.1M (-$119.0K)
Filed 2026-10-21
Smart Wealth LLC
NEW
Shares62,673
Change+62,673
Value$2.9M
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares56,721 from 55,476
Change+1,245 (+2%)
Value$2.6M (-$42.0K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares40,946 from 42,119
Change-1,173 (-3%)
Value$1.9M (-$129.4K)
Filed 2026-10-28
Urban Wealth Management, LLC
DECREASED
Shares33,348 from 39,348
Change-6,000 (-15%)
Value$1.5M (-$346.8K)
Filed 2026-10-21
Centennial Wealth Advisory LLC
NEW
Shares31,583
Change+31,583
Value$1.5M
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares30,235 from 25,061
Change+5,174 (+21%)
Value$1.4M (+$202.7K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares24,792 from 23,419
Change+1,373 (+6%)
Value$1.1M (+$21.3K)
Filed 2026-10-15
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares17,274 from 22,347
Change-5,073 (-23%)
Value$796.7K (-$272.6K)
Filed 2026-10-20
Bill Few Associates, Inc.
INCREASED
Shares16,036 from 15,213
Change+823 (+5%)
Value$738.6K (+$10.7K)
Filed 2026-10-09
Citizens Financial Group Inc
INCREASED
Shares14,593 from 14,420
Change+173 (+1%)
Value$672.2K (-$17.8K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares12,650 from 16,650
Change-4,000 (-24%)
Value$582.7K (-$214.0K)
Filed 2026-10-26
Sage Rhino Capital LLC
DECREASED
Shares9,746 from 9,819
Change-73 (-1%)
Value$448.9K (-$20.9K)
Filed 2026-10-28
Prism Advisors, Inc.
INCREASED
Shares8,469 from 6,737
Change+1,732 (+26%)
Value$391.9K (+$69.6K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares8,292 from 7,497
Change+795 (+11%)
Value$381.9K (+$23.2K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares7,809 from 8,506
Change-697 (-8%)
Value$359.7K (-$47.4K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares6,158 from 5,072
Change+1,086 (+21%)
Value$288.5K (+$45.9K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
UNCHANGED
Shares5,220 from 5,220
Change0 (0%)
Value$240.4K (-$9.3K)
Filed 2026-11-05
Lido Advisors, LLC
UNCHANGED
Shares4,763 from 4,763
Change0 (0%)
Value$219.4K (-$8.5K)
Filed 2026-11-04
Collier Financial
DECREASED
Shares2,815 from 3,120
Change-305 (-10%)
Value$129.7K (-$19.6K)
Filed 2026-11-06
Mainstream Capital Management LLC
NEW
Shares706
Change+706
Value$32.5K
Filed 2026-10-23
Farther Finance Advisors, LLC
NEW
Shares690
Change+690
Value$31.8K
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares459
Change+459
Value$21.2K
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$19.9K (-$773)
Filed 2026-10-01
Bank & Trust Co
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.0K (-$118)
Filed 2026-10-07
Triumph Capital Management
INCREASED
Shares51 from 47
Change+4 (+9%)
Value$2.3K (+$80)
Filed 2026-10-14
EPG Wealth Management LLC
NEW
Shares40
Change+40
Value$1.8K
Filed 2026-11-03
POM Investment Strategies, LLC
NEW
Shares3
Change+3
Value$138
Filed 2026-10-20
Systelligence, LLC
CLOSED
Shares0 from 78,600
Change-78,600 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 523
Change-523 (-100%)
Value$0 (-$24.9K)
Filed 2026-11-02
JPMorgan Chase & Co
N/A
Shares— from 10,927,719
Change-10,927,719 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 285,828
Change-285,828 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 252,682
Change-252,682 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 133,089
Change-133,089 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,963
Change-118,963 (-100%)
Value—
UBS Group AG
N/A
Shares— from 113,661
Change-113,661 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 93,958
Change-93,958 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 90,809
Change-90,809 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 59,890
Change-59,890 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 58,424
Change-58,424 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 55,534
Change-55,534 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 53,065
Change-53,065 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 47,778
Change-47,778 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 45,053
Change-45,053 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 42,809
Change-42,809 (-100%)
Value—
&partners
N/A
Shares— from 41,459
Change-41,459 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 39,875
Change-39,875 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,432
Change-21,432 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,290
Change-21,290 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,682
Change-20,682 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,291
Change-18,291 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 13,810
Change-13,810 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 729
Change-729 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 515
Change-515 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 174
Change-174 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Buck Wealth Strategies, LLC
NEW269,075—+269,075——$12.4M—2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED239,855238,292+1,563+1%$11.4M$11.0M-$354.6K2026-11-03
LPL Financial LLC
INCREASED237,271170,578+66,693+39%$8.2M$10.9M+$2.8M2026-11-06
Mach-1 Financial Group, LLC
NEW73,945—+73,945——$3.4M—2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED73,57670,512+3,064+4%$3.4M$3.4K-$3.4M2026-11-02
Ocean Park Asset Management, LLC
UNCHANGED66,50066,50000%$3.2M$3.1M-$119.0K2026-10-21
Smart Wealth LLC
NEW62,673—+62,673——$2.9M—2026-11-04
Kestra Private Wealth Services, LLC
INCREASED56,72155,476+1,245+2%$2.7M$2.6M-$42.0K2026-11-06
Clear Creek Financial Management, LLC
DECREASED40,94642,119-1,173-3%$2.0M$1.9M-$129.4K2026-10-28
Urban Wealth Management, LLC
DECREASED33,34839,348-6,000-15%$1.9M$1.5M-$346.8K2026-10-21
Centennial Wealth Advisory LLC
NEW31,583—+31,583——$1.5M—2026-10-16
Cornerstone Planning Group LLC
INCREASED30,23525,061+5,174+21%$1.2M$1.4M+$202.7K2026-10-16
Atria Investments, Inc
INCREASED24,79223,419+1,373+6%$1.1M$1.1M+$21.3K2026-10-15
Prevail Innovative Wealth Advisors, LLC
DECREASED17,27422,347-5,073-23%$1.1M$796.7K-$272.6K2026-10-20
Bill Few Associates, Inc.
INCREASED16,03615,213+823+5%$727.9K$738.6K+$10.7K2026-10-09
Citizens Financial Group Inc
INCREASED14,59314,420+173+1%$690.0K$672.2K-$17.8K2026-10-23
Oppenheimer & Co Inc
DECREASED12,65016,650-4,000-24%$796.7K$582.7K-$214.0K2026-10-26
Sage Rhino Capital LLC
DECREASED9,7469,819-73-1%$469.8K$448.9K-$20.9K2026-10-28
Prism Advisors, Inc.
INCREASED8,4696,737+1,732+26%$322.4K$391.9K+$69.6K2026-10-09
Nations Financial Group Inc,
INCREASED8,2927,497+795+11%$358.7K$381.9K+$23.2K2026-11-05
Commonwealth Equity Services, LLC
DECREASED7,8098,506-697-8%$407.0K$359.7K-$47.4K2026-11-02
Prospera Financial Services Inc
INCREASED6,1585,072+1,086+21%$242.7K$288.5K+$45.9K2026-11-04
J.W. Cole Advisors, Inc.
UNCHANGED5,2205,22000%$249.8K$240.4K-$9.3K2026-11-05
Lido Advisors, LLC
UNCHANGED4,7634,76300%$227.9K$219.4K-$8.5K2026-11-04
Collier Financial
DECREASED2,8153,120-305-10%$149.3K$129.7K-$19.6K2026-11-06
Mainstream Capital Management LLC
NEW706—+706——$32.5K—2026-10-23
Farther Finance Advisors, LLC
NEW690—+690——$31.8K—2026-10-08
Root Financial Partners, LLC
NEW459—+459——$21.2K—2026-10-21
Hickory Point Bank & Trust
UNCHANGED43243200%$20.7K$19.9K-$7732026-10-01
Bank & Trust Co
UNCHANGED666600%$3.2K$3.0K-$1182026-10-07
Triumph Capital Management
INCREASED5147+4+9%$2.2K$2.3K+$802026-10-14
EPG Wealth Management LLC
NEW40—+40——$1.8K—2026-11-03
POM Investment Strategies, LLC
NEW3—+3——$138—2026-10-20
Systelligence, LLC
CLOSED078,600-78,600-100%$3.8M$0-$3.8M2026-11-05
International Assets Investment Management, LLC
CLOSED0523-523-100%$24.9K$0-$24.9K2026-11-02
JPMorgan Chase & Co
N/A—10,927,719-10,927,719-100%$525.5M———
MAI Capital Management
N/A—285,828-285,828-100%$13.7M———
Oxford Financial Group, Ltd. LLC
N/A—252,682-252,682-100%$12.1M———
AE Wealth Management LLC
N/A—133,089-133,089-100%$6.4M———
Private Advisor Group, LLC
N/A—118,963-118,963-100%$5.7M———
UBS Group AG
N/A—113,661-113,661-100%$5.4M———
Raymond James Financial Inc
N/A—93,958-93,958-100%$4.5M———
Jane Street Group, LLC
N/A—90,809-90,809-100%$4.3M———
Balanced Rock Investment Advisors LLC
N/A—59,890-59,890-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—58,424-58,424-100%$2.8M———
Envestnet Asset Management Inc
N/A—55,534-55,534-100%$2.7M———
Capital Analysts, LLC
N/A—53,065-53,065-100%$2.5M———
Jones Financial Companies Lllp
N/A—47,778-47,778-100%$2.3M———
MML Investors Services, LLC
N/A—45,053-45,053-100%$2.2M———
Osaic Holdings, Inc.
N/A—42,809-42,809-100%$2.0M———
&partners
N/A—41,459-41,459-100%$2.0M———
Stifel Financial Corp
N/A—39,875-39,875-100%$1.9M———
Cetera Investment Advisers
N/A—21,432-21,432-100%$1.0M———
Equitable Holdings, Inc.
N/A—21,290-21,290-100%$1.0M———
HighTower Advisors, LLC
N/A—20,682-20,682-100%$989.6K———
Flow Traders U.S. LLC
N/A—18,378-18,378-100%$879.0K———
Goldman Sachs Group Inc
N/A—18,291-18,291-100%$875.2K———
CIBC World Market Inc.
N/A—13,810-13,810-100%$660.8K———
Signet Private Wealth LLC
N/A—5,114-5,114-100%$244.7K———
Royal Bank of Canada
N/A—729-729-100%$35.0K———
Ancora Advisors LLCA
N/A—515-515-100%$24.6K———
Morgan Stanley
N/A—174-174-100%$8.3K———
Medallion Wealth Advisors, LLC
N/A—174-174-100%$8.3K———
Geneos Wealth Management Inc.
N/A—66-66-100%$3.2K———
Global Retirement Partners, LLC
N/A—37-37-100%$1.8K———
Showing 65 of 65 institutions