MAI Capital Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

MAI Capital Management’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	$13.7M	Buy	285,828 +7,760	+3%	+$375K	0.05%	285
2026 Q1	$13.5M	Buy	278,068 +15,036	+6%	+$728K	0.08%	233
2025 Q4	$12.7M	Buy	263,032 +9,790	+4%	+$476K	0.07%	231
2025 Q3	$12.4M	Buy	253,242 +7,234	+3%	+$351K	0.08%	216
2025 Q2	$11.9M	Buy	246,008 +4,429	+2%	+$211K	0.08%	205
2025 Q1	$11.6M	Buy	241,579 +7,851	+3%	+$372K	0.09%	197
2024 Q4	$10.9M	Buy	+233,728	New	+$11M	0.08%	206

Other funds holding JCPI

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MAI Capital Management's JCPI Position: Q2 2026 in Review

MAI Capital Management increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 2.8% in Q2 2026, buying an estimated $375K and bringing the position to 285,828 shares worth $13.7M. The position accounts for 0.05% of the portfolio, ranked #285.

MAI Capital Management first reported a position in JCPI in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

MAI Capital Management held 285,828 shares of JPMorgan Inflation Managed Bond ETF worth $13.7M as of Q2 2026.
MAI Capital Management bought 7,760 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $375K.
JPMorgan Inflation Managed Bond ETF made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #285 holding.
MAI Capital Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.