Avalon Trust’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Avalon Trust’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 Q4	–	Sell	-2,366	Closed	-$115K	–	546
2025 Q3	$115K	Hold	2,366	–	–	0.01%	212
2025 Q2	$114K	Buy	+2,366	New	+$113K	0.01%	184

Other funds holding JCPI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OFG

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Avalon Trust's JCPI Position: Q4 2025 in Review

Avalon Trust sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2025, closing a stake of 2,366 shares — an estimated $115K sold.

Avalon Trust first reported a position in JCPI in Q2 2025 and held it in 2 quarters. The position peaked at $115K in Q3 2025. 51 funds tracked by Wall St. Rank hold JCPI as of Q4 2025.

Avalon Trust reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 2,366 JPMorgan Inflation Managed Bond ETF shares in Q4 2025, an estimated $115K.
Avalon Trust first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2025 and held it in 2 quarters.
Avalon Trust's JPMorgan Inflation Managed Bond ETF position peaked at $115K in Q3 2025.
51 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.