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
Q2 		$228K Hold
4,763
– – ﹤0.01% 1899
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 $1.81T 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
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's JCPI Position: Q2 2026 in Review

Lido Advisors held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q2 2026 at 4,763 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Lido Advisors first reported a position in JCPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $465K in Q3 2025. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Lido Advisors held 4,763 shares of JPMorgan Inflation Managed Bond ETF worth $228K as of Q2 2026.
  • Lido Advisors left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1899 holding.
  • Lido Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $465K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.