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Atria Wealth Solutions’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$375K Buy
+7,779
New +$371K 0.01% 1059

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OFG
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MCM
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Raymond James Financial
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LPL Financial
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HighTower Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return