Commonwealth Equity Services’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Commonwealth Equity Services’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	$407K	Sell	8,506 -208	-2%	-$10.1K	﹤0.01%	3481
2026 Q1	$422K	Sell	8,714 -21,129	-71%	-$1.02M	﹤0.01%	3369
2025 Q4	$1.44M	Sell	29,843 -991	-3%	-$48.2K	﹤0.01%	2268
2025 Q3	$1.5M	Buy	30,834 +21,804	+241%	+$1.06M	﹤0.01%	2252
2025 Q2	$436K	Sell	9,030 -915	-9%	-$43.7K	﹤0.01%	3270
2025 Q1	$479K	Buy	+9,945	New	+$471K	﹤0.01%	3058
2023 Q4	–	Sell	-4,714	Closed	-$213K	–	3964
2023 Q3	$213K	Buy	4,714 +1	+0%	+$46	﹤0.01%	3322
2023 Q2	$218K	Sell	4,713 -1,244	-21%	-$58.2K	﹤0.01%	3333
2023 Q1	$282	Sell	5,957 -570	-9%	-$26.6K	﹤0.01%	3019
2022 Q4	$299K	Sell	6,527 -1,977	-23%	-$91.4K	﹤0.01%	2863
2022 Q3	$386K	Buy	8,504 +208	+3%	+$10K	﹤0.01%	2615
2022 Q2	$400K	Buy	+8,296	New	+$409K	﹤0.01%	2583

Other funds holding JCPI

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

UWM

Urban Wealth Management El Segundo, California $115M AUM

Commonwealth Equity Services's JCPI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 2.4% in Q2 2026, selling an estimated $10.1K and leaving 8,506 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

Commonwealth Equity Services first reported a position in JCPI in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2025. 25 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Commonwealth Equity Services held 8,506 shares of JPMorgan Inflation Managed Bond ETF worth $407K as of Q2 2026.
Commonwealth Equity Services sold 208 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $10.1K.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3481 holding.
Commonwealth Equity Services first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 12 quarters since.
Commonwealth Equity Services's JPMorgan Inflation Managed Bond ETF position peaked at $1.5M in Q3 2025.
25 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.