LPL Financial
JCPI icon

LPL Financial’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

LPL Financial’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 		$8.16M Buy
170,578
+18,757
+12% +$907K ﹤0.01% 2331
2026
Q1 		$7.35M Buy
151,821
+13,418
+10% +$650K ﹤0.01% 2273
2025
Q4 		$6.67M Buy
138,403
+18,910
+16% +$919K ﹤0.01% 2285
2025
Q3 		$5.83M Buy
119,493
+14,366
+14% +$696K ﹤0.01% 2332
2025
Q2 		$5.07M Buy
105,127
+67,086
+176% +$3.2M ﹤0.01% 2292
2025
Q1 		$1.83M Buy
38,041
+20,399
+116% +$966K ﹤0.01% 3025
2024
Q4 		$826K Sell
17,642
-2,809
-14% -$133K ﹤0.01% 3663
2024
Q3 		$982K Sell
20,451
-2,607
-11% -$124K ﹤0.01% 3427
2024
Q2 		$1.08M Sell
23,058
-7,463
-24% -$346K ﹤0.01% 3180
2024
Q1 		$1.43M Sell
30,521
-8,209
-21% -$381K ﹤0.01% 2860
2023
Q4 		$1.8M Sell
38,730
-3,840
-9% -$174K ﹤0.01% 2495
2023
Q3 		$1.92M Buy
42,570
+11,375
+36% +$521K ﹤0.01% 2313
2023
Q2 		$1.44M Sell
31,195
-13,417
-30% -$628K ﹤0.01% 2542
2023
Q1 		$2.12M Buy
44,612
+1,717
+4% +$80.1K ﹤0.01% 2100
2022
Q4 		$1.97M Sell
42,895
-5,074
-11% -$235K ﹤0.01% 2084
2022
Q3 		$2.18M Sell
47,969
-3,234
-6% -$156K ﹤0.01% 1915
2022
Q2 		$2.47M Buy
+51,203
New +$2.52M ﹤0.01% 1872

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial's JCPI Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 12% in Q2 2026, buying an estimated $907K and bringing the position to 170,578 shares worth $8.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

LPL Financial first reported a position in JCPI in Q2 2022 and has held it in 17 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • LPL Financial held 170,578 shares of JPMorgan Inflation Managed Bond ETF worth $8.16M as of Q2 2026.
  • LPL Financial bought 18,757 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $907K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2331 holding.
  • LPL Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.