JP MORGAN INFLATION MGD BOND FUND is a security (CUSIP 46654Q104) tracked across SEC portfolio filings. 62 institutional managers reported $585.9M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.1M via N-PORT as of 2026-03-31.
Showing 15 of 62 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | NEW YORK, NY | $470.4M | 9,761,242 |
| MAI Capital Management | INDEPENDENCE, OH | $13.5M | 278,068 |
| OXFORD FINANCIAL GROUP LTD | INDIANAPOLIS, IN | $12.5M | 257,621 |
| FULTON BREAKEFIELD BROENNIMAN LLC | Bethesda, MD | $11.4M | 238,292 |
| LPL Financial LLC | FORT MILL, SC | $7.3M | 151,821 |
| UBS Group AG | Zurich, V8 | $6.4M | 131,974 |
| AE Wealth Management LLC | TOPEKA, KS | $6.4M | 133,089 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $5.7M | 118,963 |
| Systelligence, LLC | BLOOMINGTON, MN | $3.8M | 78,600 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $3.3M | 69,106 |
| Wright Fund Management, LLC | SANTA MONICA, CA | $3.2M | 66,500 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $2.8M | 57,377 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.7M | 55,534 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN, TX | $2.7M | 55,476 |
| Balanced Rock Investment Advisors LLC | ROSLINDALE, MA | $2.6M | 53,408 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $1.1M | 78.30% |