AE Wealth Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

AE Wealth Management’s Portfolio JCPI Stock Details JCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.37M	Buy	133,089 +21,676	+19%	+$1.05M	0.03%	389
2026 Q1	$5.39M	Buy	111,413 +24,785	+29%	+$1.2M	0.03%	401
2025 Q4	$4.17M	Buy	86,628 +35,406	+69%	+$1.72M	0.02%	437
2025 Q3	$2.5M	Buy	51,222 +50,937	+17,873%	+$2.47M	0.02%	508
2025 Q2	$13.8K	Hold	285	–	–	﹤0.01%	1830
2025 Q1	$13.7K	Hold	285	–	–	﹤0.01%	1809
2024 Q4	$13.3K	Buy	+285	New	+$13.5K	﹤0.01%	1803

Other funds holding JCPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's JCPI Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 19% in Q2 2026, buying an estimated $1.05M and bringing the position to 133,089 shares worth $6.37M. The position accounts for 0.03% of the portfolio, ranked #389.

AE Wealth Management first reported a position in JCPI in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

AE Wealth Management held 133,089 shares of JPMorgan Inflation Managed Bond ETF worth $6.37M as of Q2 2026.
AE Wealth Management bought 21,676 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $1.05M.
JPMorgan Inflation Managed Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #389 holding.
AE Wealth Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.