Envestnet Asset Management
JCPI icon

Envestnet Asset Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Envestnet Asset 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 		$2.66M Buy
55,534
+4,814
+9% +$233K ﹤0.01% 2938
2026
Q1 		$2.45M Buy
50,720
+4,531
+10% +$219K ﹤0.01% 2856
2025
Q4 		$2.23M Buy
46,189
+14,107
+44% +$686K ﹤0.01% 2744
2025
Q3 		$1.56M Buy
32,082
+1,618
+5% +$78.4K ﹤0.01% 3047
2025
Q2 		$1.47M Buy
+30,464
New +$1.45M ﹤0.01% 3026
2025
Q1 		– Sell
-5,077
Closed -$238K – 4414
2024
Q4 		$238K Sell
5,077
-2,694
-35% -$127K ﹤0.01% 4009
2024
Q3 		$373K Buy
7,771
+896
+13% +$42.4K ﹤0.01% 3693
2024
Q2 		$321K Buy
6,875
+22
+0.3% +$1.02K ﹤0.01% 3694
2024
Q1 		$321K Buy
6,853
+2
+0% +$93 ﹤0.01% 3693
2023
Q4 		$319K Sell
6,851
-1,521
-18% -$69.1K ﹤0.01% 3585
2023
Q3 		$378K Buy
8,372
+635
+8% +$29.1K ﹤0.01% 3396
2023
Q2 		$357K Buy
7,737
+946
+14% +$44.3K ﹤0.01% 3395
2023
Q1 		$323K Buy
6,791
+422
+7% +$19.7K ﹤0.01% 3409
2022
Q4 		$292K Buy
6,369
+513
+9% +$23.7K ﹤0.01% 3440
2022
Q3 		$266K Buy
+5,856
New +$283K ﹤0.01% 3424

Other funds holding JCPI

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
LPL Financial
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management's JCPI Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 9.5% in Q2 2026, buying an estimated $233K and bringing the position to 55,534 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Envestnet Asset Management first reported a position in JCPI in Q3 2022 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Envestnet Asset Management held 55,534 shares of JPMorgan Inflation Managed Bond ETF worth $2.66M as of Q2 2026.
  • Envestnet Asset Management bought 4,814 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $233K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2938 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 35 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.