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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return