Raymond James Financial’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Raymond James Financial’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	$3.34M	Sell	69,106 -69,505	-50%	-$3.37M	﹤0.01%	2929
2025 Q4	$6.68M	Buy	138,611 +6,341	+5%	+$308K	﹤0.01%	2281
2025 Q3	$6.45M	Buy	132,270 +20,150	+18%	+$977K	﹤0.01%	2272
2025 Q2	$5.41M	Sell	112,120 -269	-0.2%	-$12.8K	﹤0.01%	2328
2025 Q1	$5.41M	Buy	112,389 +8,981	+9%	+$425K	﹤0.01%	2273
2024 Q4	$4.84M	Buy	+103,408	New	+$4.88M	﹤0.01%	2355

Other funds holding JCPI

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

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Raymond James Financial's JCPI Position: Q1 2026 in Review

Raymond James Financial reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 50% in Q1 2026, selling an estimated $3.37M and leaving 69,106 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Raymond James Financial first reported a position in JCPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.68M in Q4 2025. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

Raymond James Financial held 69,106 shares of JPMorgan Inflation Managed Bond ETF worth $3.34M as of Q1 2026.
Raymond James Financial sold 69,505 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $3.37M.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2929 holding.
Raymond James Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's JPMorgan Inflation Managed Bond ETF position peaked at $6.68M in Q4 2025.
59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.