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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Balanced Rock Investment Advisors's JCPI Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 3.4% in Q1 2026, buying an estimated $84.8K and bringing the position to 53,408 shares worth $2.58M. The position accounts for 1.81% of the portfolio, ranked #19.

Balanced Rock Investment Advisors first reported a position in JCPI in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Balanced Rock Investment Advisors held 53,408 shares of JPMorgan Inflation Managed Bond ETF worth $2.58M as of Q1 2026.
  • Balanced Rock Investment Advisors bought 1,750 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $84.8K.
  • JPMorgan Inflation Managed Bond ETF made up 1.81% of Balanced Rock Investment Advisors's portfolio in Q1 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 4 quarters since.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.