HighTower Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

HighTower Advisors’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 Q3	$1.01M	Buy	21,824 +1,142	+6%	+$54K	﹤0.01%	2263
2026 Q2	$990K	Buy	20,682 +16,240	+366%	+$785K	﹤0.01%	2249
2026 Q1	$215K	Sell	4,442 -4,920	-53%	-$238K	﹤0.01%	3431
2025 Q4	$451K	Sell	9,362 -16,470	-64%	-$801K	﹤0.01%	2704
2025 Q3	$1.26M	Sell	25,832 -60,828	-70%	-$2.95M	﹤0.01%	1934
2025 Q2	$4.18M	Buy	86,660 +8,920	+11%	+$426K	0.01%	1159
2025 Q1	$3.74M	Buy	77,740 +15,604	+25%	+$739K	0.01%	1181
2024 Q4	$2.91M	Buy	+62,136	New	+$2.94M	﹤0.01%	1311

Other funds holding JCPI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $2.01B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mach-1 Financial Group Rogers, Arkansas $265M AUM 14.86% 1-Year Est. Return

HighTower Advisors's JCPI Position: Q3 2026 in Review

HighTower Advisors increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 5.5% in Q3 2026, buying an estimated $54K and bringing the position to 21,824 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

HighTower Advisors first reported a position in JCPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.18M in Q2 2025. 56 funds tracked by Wall St. Rank hold JCPI as of Q3 2026.

HighTower Advisors held 21,824 shares of JPMorgan Inflation Managed Bond ETF worth $1.01M as of Q3 2026.
HighTower Advisors bought 1,142 JPMorgan Inflation Managed Bond ETF shares in Q3 2026, an estimated $54K.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2263 holding.
HighTower Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 8 quarters since.
HighTower Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $4.18M in Q2 2025.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.