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

Atria Wealth Solutions’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
2025 Q2	$375K	Buy	+7,779	New	+$371K	0.01%	1059

Other funds holding JCPI

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

OFG

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

MCM

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Atria Wealth Solutions's JCPI Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2025: 7,779 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #1059 among its holdings.

38 funds tracked by Wall St. Rank hold JCPI as of Q2 2025.

Atria Wealth Solutions held 7,779 shares of JPMorgan Inflation Managed Bond ETF worth $375K as of Q2 2025.
JPMorgan Inflation Managed Bond ETF was a new Atria Wealth Solutions position in Q2 2025.
JPMorgan Inflation Managed Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1059 holding.
38 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.