As of the latest SEC filings, JPMORGAN INFLATION MANAGED BOND ETF (JCPI) is held by 12 institutional funds. The largest fund shareholder is JPMorgan SmartRetirement Income Fund (JSRAX), holding an estimated $93,715,640.12 in market value, representing 5.20% of its portfolio.
Funds holding JPMORGAN INFLATION MANAGED BOND ETF (JCPI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JCPI
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JSRAX
JPMorgan SmartRetirement Income Fund
|
MF | JPMorgan | 5.20% | $93,715,640.12 | 1,937,074 | Mar 31, 2026 | May 29, 2026 |
|
JNSYX
JPMorgan SmartRetirement 2025 Fund
|
MF | JPMorgan | 4.71% | $89,755,543.60 | 1,855,220 | Mar 31, 2026 | May 29, 2026 |
|
JBSSX
JPMorgan SmartRetirement Blend 2025 Fund
|
MF | JPMorgan | 4.55% | $84,741,343.64 | 1,751,578 | Mar 31, 2026 | May 29, 2026 |
|
JIRBX
JPMorgan SmartRetirement Blend Income Fund
|
MF | JPMorgan | 5.15% | $79,070,336.80 | 1,634,360 | Mar 31, 2026 | May 29, 2026 |
|
JSMYX
JPMorgan SmartRetirement 2030 Fund
|
MF | JPMorgan | 2.08% | $71,901,098.12 | 1,486,174 | Mar 31, 2026 | May 29, 2026 |
|
JUTUX
JPMorgan SmartRetirement Blend 2030 Fund
|
MF | JPMorgan | 2.08% | $63,725,265.16 | 1,317,182 | Mar 31, 2026 | May 29, 2026 |
|
-
LVIP JPMorgan Retirement Income Fund
|
ETF | Independent / Boutique | 5.19% | $10,242,820.08 | 211,716 | Mar 31, 2026 | May 18, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 2.81% | $1,354,881.90 | 28,005 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 0.78% | $1,134,607.76 | 23,452 | Mar 31, 2026 | May 26, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 0.42% | $1,054,248.58 | 21,791 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 3.10% | $664,547.68 | 13,736 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.77% | $572,867.58 | 11,841 | Mar 31, 2026 | May 26, 2026 |
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