Jones Financial Companies
JCPI icon

Jones Financial Companies’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Jones Financial Companies’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 		$1.62M Buy
33,750
+12,224
+57% +$592K ﹤0.01% 1519
2025
Q4 		$1.04M Buy
21,526
+6,770
+46% +$329K ﹤0.01% 1213
2025
Q3 		$720K Buy
14,756
+3,037
+26% +$147K ﹤0.01% 1247
2025
Q2 		$563K Buy
11,719
+4,575
+64% +$218K ﹤0.01% 1232
2025
Q1 		$344K Buy
7,144
+4,219
+144% +$200K ﹤0.01% 1283
2024
Q4 		$137K Buy
2,925
+383
+15% +$18.1K ﹤0.01% 1504
2024
Q3 		$122K Buy
2,542
+1,749
+221% +$82.9K ﹤0.01% 1327
2024
Q2 		$37K Buy
793
+144
+22% +$6.68K ﹤0.01% 1361
2024
Q1 		$30.4K Buy
+649
New +$30.2K ﹤0.01% 820

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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