Global Retirement Partners’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Global Retirement Partners’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	$1.77K	Buy	+37	New	+$1.79K	﹤0.01%	4078
2025 Q4	$1.78K	Hold	37	–	–	﹤0.01%	3759
2025 Q3	$1.8K	Hold	37	–	–	﹤0.01%	3351
2025 Q2	$1.78K	Buy	+37	New	+$1.77K	﹤0.01%	3281
2024 Q4	$1.73K	Hold	37	–	–	﹤0.01%	3122
2024 Q3	$1.78K	Hold	37	–	–	﹤0.01%	2980
2024 Q2	$1.73K	Hold	37	–	–	﹤0.01%	3020
2024 Q1	$1.73K	Sell	37 -50	-57%	-$2.32K	﹤0.01%	2797
2023 Q4	$4.05K	Hold	87	–	–	﹤0.01%	2409
2023 Q3	$3.89K	Hold	87	–	–	﹤0.01%	2277
2023 Q2	$4.02K	Hold	87	–	–	﹤0.01%	2290
2023 Q1	$4.12K	Sell	87 -85	-49%	-$3.97K	﹤0.01%	2239
2022 Q4	$7.89K	Hold	172	–	–	﹤0.01%	1869
2022 Q3	$8K	Hold	172	–	–	﹤0.01%	1767
2022 Q2	$8K	Buy	+172	New	+$8.48K	﹤0.01%	1731

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Global Retirement Partners's JCPI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2026: 37 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #4078 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JCPI as recently as Q4 2025.

Global Retirement Partners first reported a position in JCPI in Q2 2022 and has held it in 15 quarters since. The position peaked at $8K in Q3 2022. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Global Retirement Partners held 37 shares of JPMorgan Inflation Managed Bond ETF worth $1.77K as of Q2 2026.
JPMorgan Inflation Managed Bond ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4078 holding.
Global Retirement Partners first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 15 quarters since.
Global Retirement Partners's JPMorgan Inflation Managed Bond ETF position peaked at $8K in Q3 2022.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.