Balanced Rock Investment Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Balanced Rock Investment Advisors’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	$2.87M	Buy	59,890 +6,482	+12%	+$313K	1.79%	19
2026 Q1	$2.58M	Buy	53,408 +1,750	+3%	+$84.8K	1.81%	19
2025 Q4	$2.49M	Buy	51,658 +2,951	+6%	+$143K	1.77%	19
2025 Q3	$2.38M	Buy	48,707 +5,041	+12%	+$244K	1.74%	21
2025 Q2	$2.11M	Buy	+43,666	New	+$2.08M	1.65%	22

Other funds holding JCPI

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Balanced Rock Investment Advisors's JCPI Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 12% in Q2 2026, buying an estimated $313K and bringing the position to 59,890 shares worth $2.87M. The position accounts for 1.79% of the portfolio, ranked #19.

Balanced Rock Investment Advisors first reported a position in JCPI in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Balanced Rock Investment Advisors held 59,890 shares of JPMorgan Inflation Managed Bond ETF worth $2.87M as of Q2 2026.
Balanced Rock Investment Advisors bought 6,482 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $313K.
JPMorgan Inflation Managed Bond ETF made up 1.79% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #19 holding.
Balanced Rock Investment Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.