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 Q2	$1.91M	Buy	39,875 +8,500	+27%	+$411K	﹤0.01%	2127
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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stifel Financial's JCPI Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 27% in Q2 2026, buying an estimated $411K and bringing the position to 39,875 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Stifel Financial first reported a position in JCPI in Q3 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Stifel Financial held 39,875 shares of JPMorgan Inflation Managed Bond ETF worth $1.91M as of Q2 2026.
Stifel Financial bought 8,500 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $411K.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2127 holding.
Stifel Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2025 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.