Stifel Financial
JCPI icon

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

Stifel 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 		$1.52M Buy
31,375
+9,091
+41% +$440K ﹤0.01% 2152
2025
Q4 		$1.07M Buy
22,284
+8,770
+65% +$426K ﹤0.01% 2397
2025
Q3 		$659K Buy
+13,514
New +$655K ﹤0.01% 2646

Other funds holding JCPI

JP Morgan Chase
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 $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial's JCPI Position: Q1 2026 in Review

Stifel Financial increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 41% in Q1 2026, buying an estimated $440K and bringing the position to 31,375 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Stifel Financial first reported a position in JCPI in Q3 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

  • Stifel Financial held 31,375 shares of JPMorgan Inflation Managed Bond ETF worth $1.52M as of Q1 2026.
  • Stifel Financial bought 9,091 JPMorgan Inflation Managed Bond ETF shares in Q1 2026, an estimated $440K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2152 holding.
  • Stifel Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.