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J.W. Cole Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

J.W. Cole 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
Q1 		$253K Hold
5,220
– – 0.01% 676
2025
Q4 		$252K Hold
5,220
– – 0.01% 1191
2025
Q3 		$255K Buy
+5,220
New +$253K ﹤0.01% 1312

Other funds holding JCPI

JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

J.W. Cole Advisors's JCPI Position: Q1 2026 in Review

J.W. Cole Advisors held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q1 2026 at 5,220 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #676.

J.W. Cole Advisors first reported a position in JCPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • J.W. Cole Advisors held 5,220 shares of JPMorgan Inflation Managed Bond ETF worth $253K as of Q1 2026.
  • J.W. Cole Advisors left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Inflation Managed Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #676 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $255K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.