Bank of Montreal
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Bank of Montreal’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-1,000
Closed -$48.1K – 3755
2024
Q3 		$48.1K Sell
1,000
-12,600
-93% -$597K ﹤0.01% 3424
2024
Q2 		$635K Buy
13,600
+12,600
+1,260% +$585K ﹤0.01% 2271
2024
Q1 		$46.8K Hold
1,000
– – ﹤0.01% 3464
2023
Q4 		$46.6K Buy
+1,000
New +$45.4K ﹤0.01% 3585

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $9.1B AUM 32.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Bank of Montreal's JCPI Position: Q4 2024 in Review

Bank of Montreal sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2024, closing a stake of 1,000 shares — an estimated $48.1K sold.

Bank of Montreal first reported a position in JCPI in Q4 2023 and held it in 4 quarters. The position peaked at $635K in Q2 2024. 31 funds tracked by Wall St. Rank hold JCPI as of Q4 2024.

  • Bank of Montreal reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,000 JPMorgan Inflation Managed Bond ETF shares in Q4 2024, an estimated $48.1K.
  • Bank of Montreal first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2023 and held it in 4 quarters.
  • Bank of Montreal's JPMorgan Inflation Managed Bond ETF position peaked at $635K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.