Public ownership evidence

JPMorgan Inflation Managed Bond ETF (JCPI) Ownership Disclosures

Read JCPI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

JPMorgan Inflation Managed Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Balanced Rock Investment Advisors LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
59,890
Value (USD)
$2,865,737
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002011851-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JCPI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JCPI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Balanced Rock Investment Advisors LLC2026-06-302026-08-1859,890$2,865,737None
Equitable Holdings, Inc.2026-06-302026-08-1821,290$1,018,746None
OSAIC HOLDINGS, INC.2026-06-302026-08-15621$29,715None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542,188$2,019,233None
JANE STREET GROUP, LLC2026-06-302026-08-1590,809$4,345,211None
FLOW TRADERS U.S. LLC2026-06-302026-08-1518,378$879,000None
Ancora Advisors LLC2026-06-302026-08-15515$24,643None
Medallion Wealth Advisors, LLC2026-06-302026-08-15174$8,326None
&PARTNERS2026-06-302026-08-1541,459$1,983,798None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1547,778$2,295,035None
MAI Capital Management2026-06-302026-08-15285,828$13,676,891None
ROYAL BANK OF CANADA2026-06-302026-08-15729$35,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1518,291$875,224None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1517,752$849,442None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1576,206$3,646,473None
UBS Group AG2026-06-302026-08-14113,661$5,438,679None
CIBC WORLD MARKET INC.2026-06-302026-08-1413,810$660,809None
MORGAN STANLEY2026-06-302026-08-141$58None
MORGAN STANLEY2026-06-302026-08-14173$8,278None
Integrated Wealth Concepts LLC2026-06-302026-08-13109,800$5,253,979None
Cetera Investment Advisers2026-06-302026-08-1321,432$1,025,539None
STIFEL FINANCIAL CORP2026-06-302026-08-1339,875$1,908,020None
JPMORGAN CHASE & CO2026-06-302026-08-1310,889,921$523,696,301None
JPMORGAN CHASE & CO2026-06-302026-08-13846$40,684None
JPMORGAN CHASE & CO2026-06-302026-08-1336,952$1,777,022None
OXFORD FINANCIAL GROUP, LTD. LLC2026-06-302026-08-12252,682$12,090,834None
Signet Private Wealth LLC2026-06-302026-08-085,114$244,687None
LPL Financial LLC2026-06-302026-08-08170,578$8,162,176None
Lido Advisors, LLC2026-06-302026-08-084,763$227,910None
CITIZENS FINANCIAL GROUP INC/RI2026-06-302026-08-0814,420$689,978None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0845,053$2,155,768None
Geneos Wealth Management Inc.2026-06-302026-08-0766$3,158None
Global Retirement Partners, LLC2026-06-302026-08-0737$1,770None
Capital Analysts, LLC2026-06-302026-08-0647,436$2,270,000None
Capital Analysts, LLC2026-06-302026-08-065,629$269,000None
HighTower Advisors, LLC2026-06-302026-08-0620,682$989,634None
SAGE RHINO CAPITAL LLC2026-06-302026-08-049,819$469,848None
FULTON BREAKEFIELD BROENNIMAN LLC2026-06-302026-08-04238,292$11,402,272None
AE Wealth Management LLC2026-06-302026-08-04475$22,729None
AE Wealth Management LLC2026-06-302026-08-04916$43,827None
AE Wealth Management LLC2026-06-302026-08-0443$2,070None
AE Wealth Management LLC2026-06-302026-08-0417,626$843,422None
AE Wealth Management LLC2026-06-302026-08-0467$3,210None
AE Wealth Management LLC2026-06-302026-08-04195$9,331None
AE Wealth Management LLC2026-06-302026-08-04939$44,952None
AE Wealth Management LLC2026-06-302026-08-0414,954$715,549None
AE Wealth Management LLC2026-06-302026-08-041,783$85,317None
AE Wealth Management LLC2026-06-302026-08-041,059$50,673None
AE Wealth Management LLC2026-06-302026-08-046,818$326,220None
AE Wealth Management LLC2026-06-302026-08-0469$3,323None

90-day public filing window, up to 50 source positions.

Balanced Rock Investment Advisors LLC ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗Ancora Advisors LLC ↗Medallion Wealth Advisors, LLC ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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