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
Q2 		$8.34K Hold
174
– – ﹤0.01% 7095
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
-79
-9% -$3.67K ﹤0.01% 6326
2023
Q4 		$39.8K Sell
855
-410
-32% -$18.6K ﹤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 $1.81T 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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's JCPI Position: Q2 2026 in Review

Morgan Stanley held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q2 2026 at 174 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #7095.

Morgan Stanley first reported a position in JCPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $284K in Q2 2023. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Morgan Stanley held 174 shares of JPMorgan Inflation Managed Bond ETF worth $8.34K as of Q2 2026.
  • Morgan Stanley left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7095 holding.
  • Morgan Stanley first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Morgan Stanley's JPMorgan Inflation Managed Bond ETF position peaked at $284K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.