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

Avior 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 		– Sell
-100,729
Closed -$4.87M – 846
2026
Q1 		$4.87M Buy
100,729
+4,882
+5% +$236K 0.14% 140
2025
Q4 		$4.62M Buy
95,847
+81,953
+590% +$3.98M 0.14% 119
2025
Q3 		$678K Buy
+13,894
New +$674K 0.02% 382

Other funds holding JCPI

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Avior Wealth Management sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2026, closing a stake of 100,729 shares — an estimated $4.87M sold.

Avior Wealth Management first reported a position in JCPI in Q3 2025 and held it in 3 quarters. The position peaked at $4.87M in Q1 2026. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Avior Wealth Management reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 100,729 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $4.87M.
  • Avior Wealth Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and held it in 3 quarters.
  • Avior Wealth Management's JPMorgan Inflation Managed Bond ETF position peaked at $4.87M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.