Morgan Stanley
JCPI icon

Morgan Stanley’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Morgan Stanley’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 		$8.43K Sell
174
-1,664
-91% -$80.6K ﹤0.01% 7000
2025
Q4 		$88.6K Hold
1,838
– – ﹤0.01% 6250
2025
Q3 		$89.7K Buy
1,838
+1,664
+956% +$80.7K ﹤0.01% 6201
2025
Q2 		$8.42K Buy
174
+1
+0.6% +$48 ﹤0.01% 6904
2025
Q1 		$8.33K Hold
173
– – ﹤0.01% 6852
2024
Q4 		$8.1K Hold
173
– – ﹤0.01% 6873
2024
Q3 		$8.31K Sell
173
-223
-56% -$10.6K ﹤0.01% 6772
2024
Q2 		$18.5K Sell
396
-380
-49% -$17.6K ﹤0.01% 6491
2024
Q1 		$36.4K Sell
776
-934
-55% -$43.4K ﹤0.01% 6326
2023
Q4 		$79.5K Buy
1,710
+445
+35% +$20.2K ﹤0.01% 6236
2023
Q3 		$57.2K Sell
1,265
-4,891
-79% -$224K ﹤0.01% 6111
2023
Q2 		$284K Buy
6,156
+4,979
+423% +$233K ﹤0.01% 5484
2023
Q1 		$55.9K Sell
1,177
-239
-17% -$11.2K ﹤0.01% 6241
2022
Q4 		$64.9K Sell
1,416
-467
-25% -$21.6K ﹤0.01% 6172
2022
Q3 		$86K Buy
1,883
+1,053
+127% +$50.8K ﹤0.01% 6154
2022
Q2 		$40K Buy
+830
New +$40.9K ﹤0.01% 6705

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $21.3B AUM 22.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
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