Nations Financial Group’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Nations Financial Group’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	$359K	Buy	7,497 +1,240	+20%	+$59.9K	0.02%	613
2026 Q1	$303K	Buy	6,257 +155	+3%	+$7.51K	0.02%	648
2025 Q4	$294K	Buy	6,102 +103	+2%	+$5.01K	0.02%	634
2025 Q3	$293K	Buy	5,999 +1,072	+22%	+$52K	0.02%	604
2025 Q2	$238K	Hold	4,927	–	–	0.02%	606
2025 Q1	$237K	Hold	4,927	–	–	0.02%	575
2024 Q4	$231K	Hold	4,927	–	–	0.02%	612
2024 Q3	$237K	Buy	+4,927	New	+$233K	0.02%	611

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nations Financial Group's JCPI Position: Q2 2026 in Review

Nations Financial Group increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 20% in Q2 2026, buying an estimated $59.9K and bringing the position to 7,497 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #613.

Nations Financial Group first reported a position in JCPI in Q3 2024 and has held it in 8 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Nations Financial Group held 7,497 shares of JPMorgan Inflation Managed Bond ETF worth $359K as of Q2 2026.
Nations Financial Group bought 1,240 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $59.9K.
JPMorgan Inflation Managed Bond ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #613 holding.
Nations Financial Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2024 and has held it in 8 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.