Kestra Private Wealth Services’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Kestra Private Wealth Services’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	$2.65M	Sell	55,476 -2,742	-5%	-$133K	0.03%	504
2026 Q1	$2.82M	Buy	58,218 +2,139	+4%	+$104K	0.03%	456
2025 Q4	$2.7M	Buy	56,079 +1,463	+3%	+$71.1K	0.03%	451
2025 Q3	$2.66M	Buy	54,616 +1,515	+3%	+$73.4K	0.03%	449
2025 Q2	$2.56M	Buy	53,101 +1,089	+2%	+$52K	0.04%	431
2025 Q1	$2.5M	Buy	52,012 +2,962	+6%	+$140K	0.04%	405
2024 Q4	$2.3M	Buy	49,050 +6,544	+15%	+$309K	0.04%	404
2024 Q3	$2.04M	Buy	42,506 +14,270	+51%	+$676K	0.04%	414
2024 Q2	$1.32M	Buy	28,236 +674	+2%	+$31.3K	0.03%	493
2024 Q1	$1.29M	Buy	27,562 +1,417	+5%	+$65.8K	0.03%	491
2023 Q4	$1.22M	Buy	26,145 +982	+4%	+$44.6K	0.03%	474
2023 Q3	$1.14M	Buy	25,163 +3,601	+17%	+$165K	0.04%	423
2023 Q2	$996K	Buy	21,562 +3,880	+22%	+$182K	0.03%	439
2023 Q1	$840K	Buy	+17,682	New	+$825K	0.03%	457

Other funds holding JCPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MCM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Private Wealth Services's JCPI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 4.7% in Q2 2026, selling an estimated $133K and leaving 55,476 shares worth $2.65M. The position accounts for 0.03% of the portfolio, ranked #504.

Kestra Private Wealth Services first reported a position in JCPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.82M in Q1 2026. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Kestra Private Wealth Services held 55,476 shares of JPMorgan Inflation Managed Bond ETF worth $2.65M as of Q2 2026.
Kestra Private Wealth Services sold 2,742 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $133K.
JPMorgan Inflation Managed Bond ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #504 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's JPMorgan Inflation Managed Bond ETF position peaked at $2.82M in Q1 2026.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.