Plante Moran Financial Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-18	Closed	-$871	–	1616
2026 Q1	$871	Buy	+18	New	+$872	﹤0.01%	670

Other funds holding JCPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Plante Moran Financial Advisors's JCPI Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2026, closing a stake of 18 shares — an estimated $871 sold.

Plante Moran Financial Advisors first reported a position in JCPI in Q1 2026 and held it in 1 quarter. The position peaked at $871 in Q1 2026. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Plante Moran Financial Advisors reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q2 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 18 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $871.
Plante Moran Financial Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2026 and held it in 1 quarter.
Plante Moran Financial Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $871 in Q1 2026.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.