Lido Advisors
JCPI icon

Lido Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Lido 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 		$230K Sell
4,763
-4,763
-50% -$231K ﹤0.01% 1710
2025
Q4 		$462K Hold
9,526
– – ﹤0.01% 1329
2025
Q3 		$465K Buy
+9,526
New +$462K ﹤0.01% 1262

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

Lido Advisors's JCPI Position: Q1 2026 in Review

Lido Advisors reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 50% in Q1 2026, selling an estimated $231K and leaving 4,763 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Lido Advisors first reported a position in JCPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $465K in Q3 2025. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Lido Advisors held 4,763 shares of JPMorgan Inflation Managed Bond ETF worth $230K as of Q1 2026.
  • Lido Advisors sold 4,763 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $231K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1710 holding.
  • Lido Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Lido Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $465K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.