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Fulton Breakefield Broenniman’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Fulton Breakefield Broenniman’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 		$11.4M Buy
+238,292
New +$11.5M 0.67% 40

Other funds holding JCPI

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
Envestnet Asset Management
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
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Fulton Breakefield Broenniman's JCPI Position: Q2 2026 in Review

Fulton Breakefield Broenniman opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2026: 238,292 shares worth $11.4M. The stake represents 0.67% of the portfolio and ranks #40 among its holdings.

26 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Fulton Breakefield Broenniman held 238,292 shares of JPMorgan Inflation Managed Bond ETF worth $11.4M as of Q2 2026.
  • JPMorgan Inflation Managed Bond ETF was a new Fulton Breakefield Broenniman position in Q2 2026.
  • JPMorgan Inflation Managed Bond ETF made up 0.67% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #40 holding.
  • 26 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.