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

Medallion Wealth 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	$8.33K	Hold	174	–	–	﹤0.01%	782
2026 Q1	$8.42K	Hold	174	–	–	﹤0.01%	786
2025 Q4	$8.38K	Hold	174	–	–	﹤0.01%	778
2025 Q3	$8.49K	Hold	174	–	–	﹤0.01%	775
2025 Q2	$8.36K	Hold	174	–	–	﹤0.01%	759
2025 Q1	$8.36K	Buy	+174	New	+$8.24K	﹤0.01%	715

Other funds holding JCPI

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 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

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

Medallion Wealth Advisors's JCPI Position: Q2 2026 in Review

Medallion Wealth Advisors held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q2 2026 at 174 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Medallion Wealth Advisors first reported a position in JCPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.49K in Q3 2025. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Medallion Wealth Advisors held 174 shares of JPMorgan Inflation Managed Bond ETF worth $8.33K as of Q2 2026.
Medallion Wealth Advisors left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q2 2026.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #782 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2025 and has held it in 6 quarters since.
Medallion Wealth Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $8.49K in Q3 2025.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.