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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's JCPI Position: Q1 2026 in Review

Medallion Wealth Advisors held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q1 2026 at 174 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Medallion Wealth Advisors first reported a position in JCPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.49K in Q3 2025. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Medallion Wealth Advisors held 174 shares of JPMorgan Inflation Managed Bond ETF worth $8.42K as of Q1 2026.
  • Medallion Wealth Advisors left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #786 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $8.49K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.