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 Q2	$2.54M	Buy	53,065 +26,871	+103%	+$1.3M	0.06%	239
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 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

Capital Analysts LLC's JCPI Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 103% in Q2 2026, buying an estimated $1.3M and bringing the position to 53,065 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #239.

Capital Analysts LLC first reported a position in JCPI in Q2 2024 and has held it in 9 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Capital Analysts LLC held 53,065 shares of JPMorgan Inflation Managed Bond ETF worth $2.54M as of Q2 2026.
Capital Analysts LLC bought 26,871 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $1.3M.
JPMorgan Inflation Managed Bond ETF made up 0.06% of Capital Analysts LLC's portfolio in Q2 2026, its #239 holding.
Capital Analysts LLC first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2024 and has held it in 9 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.