Atria Investments
JCPI icon

Atria Investments’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Atria Investments’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 		$1.12M Buy
+23,419
New +$1.13M 0.01% 1051
2025
Q4 		– Sell
-10,860
Closed -$530K – 2083
2025
Q3 		$530K Buy
+10,860
New +$526K 0.01% 1387

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MAI Capital Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Investments's JCPI Position: Q2 2026 in Review

Atria Investments opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2026: 23,419 shares worth $1.12M. The stake represents 0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Atria Investments previously reported a position in JCPI as recently as Q3 2025.

Atria Investments first reported a position in JCPI in Q3 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Atria Investments held 23,419 shares of JPMorgan Inflation Managed Bond ETF worth $1.12M as of Q2 2026.
  • JPMorgan Inflation Managed Bond ETF was a new Atria Investments position in Q2 2026.
  • JPMorgan Inflation Managed Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1051 holding.
  • Atria Investments first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.