CAL
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Capital Analysts LLC’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Capital Analysts LLC’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 		$1.27M Buy
26,194
+7,115
+37% +$345K 0.03% 307
2025
Q4 		$919K Buy
19,079
+255
+1% +$12.4K 0.03% 324
2025
Q3 		$918K Buy
18,824
+359
+2% +$17.4K 0.03% 326
2025
Q2 		$891K Buy
18,465
+1,503
+9% +$71.8K 0.03% 299
2025
Q1 		$816K Sell
16,962
-425
-2% -$20.1K 0.03% 290
2024
Q4 		$814K Buy
17,387
+2,879
+20% +$136K 0.03% 265
2024
Q3 		$697K Buy
14,508
+1,327
+10% +$62.9K 0.03% 282
2024
Q2 		$615K Buy
+13,181
New +$612K 0.03% 304

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $21.3B AUM 22.13% 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