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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return