Prism Advisors
JCPI icon

Prism Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Prism 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
Q3 		$392K Buy
8,469
+1,732
+26% +$81.9K 0.1% 64
2026
Q2 		$322K Buy
6,737
+123
+2% +$5.95K 0.08% 61
2026
Q1 		$320K Buy
+6,614
New +$320K 0.09% 61

Other funds holding JCPI

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Urban Wealth Management
Urban Wealth Management El Segundo, California $112M AUM 25.55% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Prism Advisors's JCPI Position: Q3 2026 in Review

Prism Advisors increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 26% in Q3 2026, buying an estimated $81.9K and bringing the position to 8,469 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #64.

Prism Advisors first reported a position in JCPI in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold JCPI as of Q3 2026.

  • Prism Advisors held 8,469 shares of JPMorgan Inflation Managed Bond ETF worth $392K as of Q3 2026.
  • Prism Advisors bought 1,732 JPMorgan Inflation Managed Bond ETF shares in Q3 2026, an estimated $81.9K.
  • JPMorgan Inflation Managed Bond ETF made up 0.1% of Prism Advisors's portfolio in Q3 2026, its #64 holding.
  • Prism Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.