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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Collier Financial's JCPI Position: Q1 2026 in Review

Collier Financial reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 10% in Q1 2026, selling an estimated $17K and leaving 3,115 shares worth $151K. The position accounts for 0.11% of the portfolio, ranked #41.

Collier Financial first reported a position in JCPI in Q4 2024 and has held it in 5 quarters since. The position peaked at $282K in Q4 2024. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Collier Financial held 3,115 shares of JPMorgan Inflation Managed Bond ETF worth $151K as of Q1 2026.
  • Collier Financial sold 352 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $17K.
  • JPMorgan Inflation Managed Bond ETF made up 0.11% of Collier Financial's portfolio in Q1 2026, its #41 holding.
  • Collier Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's JPMorgan Inflation Managed Bond ETF position peaked at $282K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.