MML Investors Services’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

MML Investors Services’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	$2.16M	Sell	45,053 -416	-0.9%	-$20.1K	﹤0.01%	1474
2026 Q1	$2.2M	Buy	45,469 +3,079	+7%	+$149K	0.01%	1261
2025 Q4	$2.04M	Buy	42,390 +12,041	+40%	+$585K	0.01%	1363
2025 Q3	$1.48M	Buy	30,349 +1,118	+4%	+$54.2K	﹤0.01%	1483
2025 Q2	$1.41M	Buy	+29,231	New	+$1.4M	﹤0.01%	1461
2024 Q4	–	Sell	-6,830	Closed	-$328K	–	2695
2024 Q3	$328K	Buy	6,830 +595	+10%	+$28.2K	﹤0.01%	2111
2024 Q2	$291K	Buy	6,235 +7	+0.1%	+$325	﹤0.01%	2100
2024 Q1	$292K	Sell	6,228 -360	-5%	-$16.7K	﹤0.01%	2124
2023 Q4	$306K	Sell	6,588 -1,516	-19%	-$68.8K	﹤0.01%	2030
2023 Q3	$366K	Buy	8,104 +638	+9%	+$29.2K	﹤0.01%	1810
2023 Q2	$345K	Buy	7,466 +2,066	+38%	+$96.7K	﹤0.01%	1856
2023 Q1	$256K	Sell	5,400 -515	-9%	-$24K	﹤0.01%	1775
2022 Q4	$271K	Buy	5,915 +520	+10%	+$24K	﹤0.01%	1848
2022 Q3	$245K	Buy	+5,395	New	+$260K	﹤0.01%	1802

Other funds holding JCPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

MML Investors Services's JCPI Position: Q2 2026 in Review

MML Investors Services reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 0.91% in Q2 2026, selling an estimated $20.1K and leaving 45,053 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

MML Investors Services first reported a position in JCPI in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2026. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

MML Investors Services held 45,053 shares of JPMorgan Inflation Managed Bond ETF worth $2.16M as of Q2 2026.
MML Investors Services sold 416 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $20.1K.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1474 holding.
MML Investors Services first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and has held it in 14 quarters since.
MML Investors Services's JPMorgan Inflation Managed Bond ETF position peaked at $2.2M in Q1 2026.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.