Sage Rhino Capital’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Sage Rhino Capital’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	$470K	Sell	9,819 -2,733	-22%	-$132K	0.08%	160
2026 Q1	$607K	Sell	12,552 -47,727	-79%	-$2.31M	0.11%	129
2025 Q4	$2.9M	Buy	60,279 +1,731	+3%	+$84.2K	0.55%	43
2025 Q3	$2.86M	Buy	58,548 +1,368	+2%	+$66.3K	0.55%	42
2025 Q2	$2.76M	Sell	57,180 -1,958	-3%	-$93.5K	0.58%	41
2025 Q1	$2.85M	Buy	59,138 +591	+1%	+$28K	0.66%	39
2024 Q4	$2.74M	Sell	58,547 -3,668	-6%	-$173K	0.6%	43
2024 Q3	$2.99M	Sell	62,215 -316	-0.5%	-$15K	0.66%	40
2024 Q2	$2.92M	Buy	62,531 +871	+1%	+$40.4K	0.7%	41
2024 Q1	$2.89M	Buy	61,660 +4,526	+8%	+$210K	0.68%	41
2023 Q4	$2.66M	Sell	57,134 -2,154	-4%	-$97.8K	0.68%	38
2023 Q3	$2.68M	Sell	59,288 -4,614	-7%	-$211K	0.75%	36
2023 Q2	$2.95M	Sell	63,902 -894	-1%	-$41.8K	0.82%	32
2023 Q1	$3.08M	Buy	64,796 +6,739	+12%	+$314K	0.9%	33
2022 Q4	$2.66M	Buy	+58,057	New	+$2.69M	0.85%	33

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

Sage Rhino Capital's JCPI Position: Q2 2026 in Review

Sage Rhino Capital reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 22% in Q2 2026, selling an estimated $132K and leaving 9,819 shares worth $470K. The position accounts for 0.08% of the portfolio, ranked #160.

Sage Rhino Capital first reported a position in JCPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.08M in Q1 2023. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Sage Rhino Capital held 9,819 shares of JPMorgan Inflation Managed Bond ETF worth $470K as of Q2 2026.
Sage Rhino Capital sold 2,733 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $132K.
JPMorgan Inflation Managed Bond ETF made up 0.08% of Sage Rhino Capital's portfolio in Q2 2026, its #160 holding.
Sage Rhino Capital first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sage Rhino Capital's JPMorgan Inflation Managed Bond ETF position peaked at $3.08M in Q1 2023.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.