JP Morgan Chase
JCPI icon

JP Morgan Chase’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

JP Morgan Chase’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 		$470M Sell
9,761,242
-662,450
-6% -$32.1M 0.03% 424
2025
Q4 		$502M Sell
10,423,692
-607,981
-6% -$29.6M 0.03% 400
2025
Q3 		$538M Buy
11,031,673
+145,871
+1% +$7.07M 0.03% 412
2025
Q2 		$525M Buy
10,885,802
+684,351
+7% +$32.7M 0.04% 412
2025
Q1 		$491M Sell
10,201,451
-190,210
-2% -$9M 0.04% 386
2024
Q4 		$486M Sell
10,391,661
-362,768
-3% -$17.1M 0.04% 391
2024
Q3 		$516M Buy
10,754,429
+337,437
+3% +$16M 0.04% 383
2024
Q2 		$486M Sell
10,416,992
-365,045
-3% -$16.9M 0.04% 374
2024
Q1 		$505M Buy
10,782,037
+4,625,378
+75% +$215M 0.04% 382
2023
Q4 		$286M Sell
6,156,659
-324,477
-5% -$14.7M 0.03% 506
2023
Q3 		$293M Sell
6,481,136
-201,721
-3% -$9.24M 0.03% 440
2023
Q2 		$309M Sell
6,682,857
-4,310,564
-39% -$202M 0.04% 440
2023
Q1 		$522M Sell
10,993,421
-2,248,682
-17% -$105M 0.07% 300
2022
Q4 		$607M Sell
13,242,103
-671,811
-5% -$31.1M 0.09% 249
2022
Q3 		$632M Sell
13,913,914
-462,714
-3% -$22.3M 0.1% 229
2022
Q2 		$694M Buy
+14,376,628
New +$709M 0.1% 215

Other funds holding JCPI

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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return