Collier Financial’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Collier Financial’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	$149K	Buy	3,120 +5	+0.2%	+$242	0.1%	46
2026 Q1	$151K	Sell	3,115 -352	-10%	-$17K	0.11%	41
2025 Q4	$167K	Sell	3,467 -764	-18%	-$37.1K	0.13%	40
2025 Q3	$206K	Buy	+4,231	New	+$205K	0.16%	42
2025 Q1	$243K	Sell	5,059 -964	-16%	-$45.6K	0.21%	36
2024 Q4	$282K	Buy	+6,023	New	+$285K	0.25%	32

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Collier Financial's JCPI Position: Q2 2026 in Review

Collier Financial increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 0.16% in Q2 2026, buying an estimated $242 and bringing the position to 3,120 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #46.

Collier Financial first reported a position in JCPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q4 2024. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Collier Financial held 3,120 shares of JPMorgan Inflation Managed Bond ETF worth $149K as of Q2 2026.
Collier Financial bought 5 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $242.
JPMorgan Inflation Managed Bond ETF made up 0.1% of Collier Financial's portfolio in Q2 2026, its #46 holding.
Collier Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 6 quarters since.
Collier Financial's JPMorgan Inflation Managed Bond ETF position peaked at $282K in Q4 2024.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.