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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Oxford Financial Group's JCPI Position: Q1 2026 in Review

Oxford Financial Group reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 4% in Q1 2026, selling an estimated $521K and leaving 257,621 shares worth $12.5M. The position accounts for 0.67% of the portfolio, ranked #23.

Oxford Financial Group first reported a position in JCPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $26M in Q2 2022. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Oxford Financial Group held 257,621 shares of JPMorgan Inflation Managed Bond ETF worth $12.5M as of Q1 2026.
  • Oxford Financial Group sold 10,762 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $521K.
  • JPMorgan Inflation Managed Bond ETF made up 0.67% of Oxford Financial Group's portfolio in Q1 2026, its #23 holding.
  • Oxford Financial Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Oxford Financial Group's JPMorgan Inflation Managed Bond ETF position peaked at $26M in Q2 2022.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.