Prevail Innovative Wealth Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Prevail Innovative Wealth 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	$1.07M	Buy	22,347 +17,912	+404%	+$866K	0.16%	112
2026 Q1	$215K	Buy	+4,435	New	+$215K	0.04%	173
2024 Q1	–	Sell	-6,165	Closed	-$287K	–	172
2023 Q4	$287K	Sell	6,165 -746	-11%	-$33.9K	0.14%	116
2023 Q3	$312K	Buy	+6,911	New	+$316K	0.16%	104

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

Prevail Innovative Wealth Advisors's JCPI Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 404% in Q2 2026, buying an estimated $866K and bringing the position to 22,347 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #112.

Prevail Innovative Wealth Advisors first reported a position in JCPI in Q3 2023 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Prevail Innovative Wealth Advisors held 22,347 shares of JPMorgan Inflation Managed Bond ETF worth $1.07M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 17,912 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $866K.
JPMorgan Inflation Managed Bond ETF made up 0.16% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Prevail Innovative Wealth Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2023 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.