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

Oxford 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	$12.1M	Sell	252,682 -4,939	-2%	-$239K	0.61%	22
2026 Q1	$12.5M	Sell	257,621 -10,762	-4%	-$521K	0.67%	23
2025 Q4	$12.9M	Sell	268,383 -11,943	-4%	-$581K	0.71%	22
2025 Q3	$13.7M	Sell	280,326 -11,547	-4%	-$560K	0.77%	20
2025 Q2	$14.1M	Sell	291,873 -30,647	-10%	-$1.46M	0.84%	20
2025 Q1	$15.5M	Sell	322,520 -13,232	-4%	-$626K	1.09%	16
2024 Q4	$15.7M	Sell	335,752 -24,693	-7%	-$1.17M	1.02%	18
2024 Q3	$17.3M	Sell	360,445 -4,868	-1%	-$231K	1.1%	17
2024 Q2	$17.1M	Buy	365,313 +1,957	+0.5%	+$90.8K	1.13%	19
2024 Q1	$17M	Sell	363,356 -9,936	-3%	-$462K	1.18%	17
2023 Q4	$17.4M	Sell	373,292 -37,018	-9%	-$1.68M	1.27%	17
2023 Q3	$18.5M	Sell	410,310 -10,081	-2%	-$462K	1.6%	16
2023 Q2	$19.4M	Sell	420,391 -58,814	-12%	-$2.75M	1.85%	13
2023 Q1	$22.8M	Sell	479,205 -14,968	-3%	-$698K	2.55%	10
2022 Q4	$22.7M	Sell	494,173 -37,051	-7%	-$1.71M	2.64%	10
2022 Q3	$24.1M	Sell	531,224 -7,127	-1%	-$344K	3.63%	7
2022 Q2	$26M	Buy	+538,351	New	+$26.5M	3.83%	7

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Oxford Financial Group reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 1.9% in Q2 2026, selling an estimated $239K and leaving 252,682 shares worth $12.1M. The position accounts for 0.61% of the portfolio, ranked #22.

Oxford Financial Group first reported a position in JCPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $26M in Q2 2022. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Oxford Financial Group held 252,682 shares of JPMorgan Inflation Managed Bond ETF worth $12.1M as of Q2 2026.
Oxford Financial Group sold 4,939 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $239K.
JPMorgan Inflation Managed Bond ETF made up 0.61% of Oxford Financial Group's portfolio in Q2 2026, its #22 holding.
Oxford Financial Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 17 quarters since.
Oxford Financial Group's JPMorgan Inflation Managed Bond ETF position peaked at $26M in Q2 2022.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.