Integrated Wealth Concepts’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Integrated Wealth Concepts’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	$1.94M	Buy	40,085 +5,853	+17%	+$283K	0.02%	759
2025 Q4	$1.65M	Buy	34,232 +3,785	+12%	+$184K	0.02%	581
2025 Q3	$1.49M	Buy	30,447 +21,434	+238%	+$1.04M	0.01%	798
2025 Q2	$435K	Buy	9,013 +803	+10%	+$38.3K	﹤0.01%	1352
2025 Q1	$395K	Buy	+8,210	New	+$389K	﹤0.01%	1260
2024 Q4	–	Sell	-4,291	Closed	-$206K	–	1754
2024 Q3	$206K	Buy	+4,291	New	+$203K	﹤0.01%	1548

Other funds holding JCPI

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's JCPI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 17% in Q1 2026, buying an estimated $283K and bringing the position to 40,085 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #759.

Integrated Wealth Concepts first reported a position in JCPI in Q3 2024 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

Integrated Wealth Concepts held 40,085 shares of JPMorgan Inflation Managed Bond ETF worth $1.94M as of Q1 2026.
Integrated Wealth Concepts bought 5,853 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $283K.
JPMorgan Inflation Managed Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #759 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2024 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.