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 Q2	$1.02M	Sell	21,290 -4,210	-17%	-$204K	0.01%	1003
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 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Equitable Holdings's JCPI Position: Q2 2026 in Review

Equitable Holdings reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 17% in Q2 2026, selling an estimated $204K and leaving 21,290 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1003.

Equitable Holdings first reported a position in JCPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q1 2026. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Equitable Holdings held 21,290 shares of JPMorgan Inflation Managed Bond ETF worth $1.02M as of Q2 2026.
Equitable Holdings sold 4,210 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $204K.
JPMorgan Inflation Managed Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1003 holding.
Equitable Holdings first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2025 and has held it in 5 quarters since.
Equitable Holdings's JPMorgan Inflation Managed Bond ETF position peaked at $1.23M in Q1 2026.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.