Osaic Holdings
JCPI icon

Osaic Holdings’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Osaic Holdings’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 		$2.05M Buy
42,809
+18,085
+73% +$874K ﹤0.01% 2290
2026
Q1 		$1.2M Sell
24,724
-21,058
-46% -$1.02M ﹤0.01% 2540
2025
Q4 		$2.21M Sell
45,782
-15,592
-25% -$758K ﹤0.01% 2006
2025
Q3 		$3M Sell
61,374
-17,741
-22% -$860K ﹤0.01% 1848
2025
Q2 		$3.82M Buy
79,115
+3,695
+5% +$176K 0.01% 1431
2025
Q1 		$3.63M Buy
75,420
+72,397
+2,395% +$3.43M 0.01% 1235
2024
Q4 		$141K Buy
3,023
+803
+36% +$37.9K ﹤0.01% 3910
2024
Q3 		$107K Sell
2,220
-39
-2% -$1.85K ﹤0.01% 4170
2024
Q2 		$105K Sell
2,259
-240
-10% -$11.1K ﹤0.01% 4100
2024
Q1 		$117K Sell
2,499
-1,239
-33% -$57.6K ﹤0.01% 4131
2023
Q4 		$174K Sell
3,738
-5,120
-58% -$232K ﹤0.01% 4041
2023
Q3 		$400K Sell
8,858
-1,914
-18% -$87.6K ﹤0.01% 3439
2023
Q2 		$495K Sell
10,772
-4,833
-31% -$226K ﹤0.01% 3162
2023
Q1 		$740K Sell
15,605
-2,691
-15% -$126K ﹤0.01% 2766
2022
Q4 		$839K Sell
18,296
-3,442
-16% -$159K ﹤0.01% 2532
2022
Q3 		$986K Buy
21,738
+12,477
+135% +$602K ﹤0.01% 2241
2022
Q2 		$448K Buy
+9,261
New +$456K ﹤0.01% 3041

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

Osaic Holdings's JCPI Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 73% in Q2 2026, buying an estimated $874K and bringing the position to 42,809 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Osaic Holdings first reported a position in JCPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.82M in Q2 2025. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Osaic Holdings held 42,809 shares of JPMorgan Inflation Managed Bond ETF worth $2.05M as of Q2 2026.
  • Osaic Holdings bought 18,085 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $874K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2290 holding.
  • Osaic Holdings first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Osaic Holdings's JPMorgan Inflation Managed Bond ETF position peaked at $3.82M in Q2 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.