Clear Creek Financial Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Clear Creek Financial Management’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	$2.02M	Buy	42,119 +11,986	+40%	+$579K	0.13%	169
2026 Q1	$1.46M	Buy	30,133 +7,913	+36%	+$383K	0.11%	195
2025 Q4	$1.07M	Buy	22,220 +448	+2%	+$21.8K	0.09%	222
2025 Q3	$1.06M	Sell	21,772 -107	-0.5%	-$5.19K	0.09%	225
2025 Q2	$1.06M	Sell	21,879 -4,065	-16%	-$194K	0.1%	210
2025 Q1	$1.25M	Buy	25,944 +395	+2%	+$18.7K	0.13%	164
2024 Q4	$1.2M	Buy	+25,549	New	+$1.21M	0.13%	158

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

Clear Creek Financial Management's JCPI Position: Q2 2026 in Review

Clear Creek Financial Management increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 40% in Q2 2026, buying an estimated $579K and bringing the position to 42,119 shares worth $2.02M. The position accounts for 0.13% of the portfolio, ranked #169.

Clear Creek Financial Management first reported a position in JCPI in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Clear Creek Financial Management held 42,119 shares of JPMorgan Inflation Managed Bond ETF worth $2.02M as of Q2 2026.
Clear Creek Financial Management bought 11,986 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $579K.
JPMorgan Inflation Managed Bond ETF made up 0.13% of Clear Creek Financial Management's portfolio in Q2 2026, its #169 holding.
Clear Creek Financial Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.