Bill Few Associates’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Bill Few Associates’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	$728K	Sell	15,213 -412	-3%	-$19.9K	0.15%	107
2026 Q1	$756K	Buy	15,625 +2,208	+16%	+$107K	0.18%	98
2025 Q4	$647K	Buy	13,417 +248	+2%	+$12.1K	0.16%	100
2025 Q3	$642K	Buy	13,169 +8	+0.1%	+$388	0.17%	101
2025 Q2	$635K	Buy	13,161 +1,065	+9%	+$50.8K	0.18%	94
2025 Q1	$582K	Sell	12,096 -1,105	-8%	-$52.3K	0.21%	88
2024 Q4	$618K	Buy	13,201 +2,395	+22%	+$113K	0.22%	83
2024 Q3	$519K	Sell	10,806 -1,542	-12%	-$73K	0.18%	99
2024 Q2	$577K	Sell	12,348 -13,732	-53%	-$637K	0.22%	84
2024 Q1	$1.22M	Sell	26,080 -640	-2%	-$29.7K	0.5%	51
2023 Q4	$1.24M	Sell	26,720 -3,441	-11%	-$156K	0.57%	46
2023 Q3	$1.36M	Buy	30,161 +3,266	+12%	+$150K	0.71%	38
2023 Q2	$1.24M	Buy	26,895 +6,694	+33%	+$313K	0.64%	42
2023 Q1	$959K	Buy	20,201 +3,174	+19%	+$148K	0.53%	44
2022 Q4	$781K	Buy	17,027 +45	+0.3%	+$2.08K	0.46%	49
2022 Q3	$771K	Buy	16,982 +451	+3%	+$21.8K	0.52%	45
2022 Q2	$798K	Buy	+16,531	New	+$815K	0.51%	44

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Bill Few Associates's JCPI Position: Q2 2026 in Review

Bill Few Associates reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 2.6% in Q2 2026, selling an estimated $19.9K and leaving 15,213 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #107.

Bill Few Associates first reported a position in JCPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q3 2023. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Bill Few Associates held 15,213 shares of JPMorgan Inflation Managed Bond ETF worth $728K as of Q2 2026.
Bill Few Associates sold 412 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $19.9K.
JPMorgan Inflation Managed Bond ETF made up 0.15% of Bill Few Associates's portfolio in Q2 2026, its #107 holding.
Bill Few Associates first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 17 quarters since.
Bill Few Associates's JPMorgan Inflation Managed Bond ETF position peaked at $1.36M in Q3 2023.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.