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 Q2	$2.3M	Buy	47,778 +14,028	+42%	+$678K	﹤0.01%	1511
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Jones Financial Companies's JCPI Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 42% in Q2 2026, buying an estimated $678K and bringing the position to 47,778 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Jones Financial Companies first reported a position in JCPI in Q1 2024 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Jones Financial Companies held 47,778 shares of JPMorgan Inflation Managed Bond ETF worth $2.3M as of Q2 2026.
Jones Financial Companies bought 14,028 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $678K.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1511 holding.
Jones Financial Companies first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2024 and has held it in 10 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.