UBS Group
JCPI icon

UBS Group’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

UBS Group’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 		$5.44M Sell
113,661
-18,313
-14% -$885K ﹤0.01% 4089
2026
Q1 		$6.38M Sell
131,974
-2,203
-2% -$107K ﹤0.01% 3805
2025
Q4 		$6.47M Buy
134,177
+952
+0.7% +$46.3K ﹤0.01% 3760
2025
Q3 		$6.5M Buy
133,225
+4,650
+4% +$225K ﹤0.01% 3769
2025
Q2 		$6.2M Buy
128,575
+3,553
+3% +$170K ﹤0.01% 3648
2025
Q1 		$6.02M Sell
125,022
-19,096
-13% -$904K ﹤0.01% 3599
2024
Q4 		$6.74M Buy
144,118
+139,840
+3,269% +$6.61M ﹤0.01% 3503
2024
Q3 		$205K Buy
4,278
+2,673
+167% +$127K ﹤0.01% 5853
2024
Q2 		$74.9K Sell
1,605
-79
-5% -$3.67K ﹤0.01% 6380
2024
Q1 		$78.9K Sell
1,684
-696
-29% -$32.3K ﹤0.01% 6318
2023
Q4 		$111K Buy
2,380
+109
+5% +$4.95K ﹤0.01% 6118
2023
Q3 		$103K Hold
2,271
– – ﹤0.01% 5819
2023
Q2 		$105K Sell
2,271
-2,168
-49% -$101K ﹤0.01% 5979
2023
Q1 		$211K Sell
4,439
-5,235
-54% -$244K ﹤0.01% 5350
2022
Q4 		$444K Buy
9,674
+834
+9% +$38.6K ﹤0.01% 4815
2022
Q3 		$402K Buy
8,840
+1,342
+18% +$64.8K ﹤0.01% 4531
2022
Q2 		$362K Buy
+7,498
New +$370K ﹤0.01% 4507

Other funds holding JCPI

JP Morgan Chase
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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's JCPI Position: Q2 2026 in Review

UBS Group reduced its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 14% in Q2 2026, selling an estimated $885K and leaving 113,661 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4089.

UBS Group first reported a position in JCPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.74M in Q4 2024. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • UBS Group held 113,661 shares of JPMorgan Inflation Managed Bond ETF worth $5.44M as of Q2 2026.
  • UBS Group sold 18,313 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $885K.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4089 holding.
  • UBS Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • UBS Group's JPMorgan Inflation Managed Bond ETF position peaked at $6.74M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.