EH
JCPI icon

Equitable Holdings’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Equitable Holdings’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 		$1.23M Buy
25,500
+131
+0.5% +$6.34K 0.01% 904
2025
Q4 		$1.22M Buy
25,369
+9,276
+58% +$451K 0.01% 792
2025
Q3 		$785K Buy
16,093
+11,941
+288% +$579K 0.01% 916
2025
Q2 		$200K Buy
+4,152
New +$198K ﹤0.01% 1382

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

Equitable Holdings's JCPI Position: Q1 2026 in Review

Equitable Holdings increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 0.52% in Q1 2026, buying an estimated $6.34K and bringing the position to 25,500 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #904.

Equitable Holdings first reported a position in JCPI in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Equitable Holdings held 25,500 shares of JPMorgan Inflation Managed Bond ETF worth $1.23M as of Q1 2026.
  • Equitable Holdings bought 131 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $6.34K.
  • JPMorgan Inflation Managed Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #904 holding.
  • Equitable Holdings first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.