Bill Few Associates’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
13,161
+1,065
| +9% | +$51.4K | 0.18% | 94 |
|
|
2025
Q1 | $582K | Sell |
12,096
-1,105
| -8% | -$53.2K | 0.21% | 88 |
|
|
2024
Q4 | $618K | Buy |
13,201
+2,395
| +22% | +$112K | 0.22% | 83 |
|
|
2024
Q3 | $519K | Sell |
10,806
-1,542
| -12% | -$74K | 0.18% | 99 |
|
|
2024
Q2 | $577K | Sell |
12,348
-13,732
| -53% | -$641K | 0.22% | 84 |
|
|
2024
Q1 | $1.22M | Sell |
26,080
-640
| -2% | -$30K | 0.5% | 51 |
|
|
2023
Q4 | $1.24M | Sell |
26,720
-3,441
| -11% | -$160K | 0.57% | 46 |
|
|
2023
Q3 | $1.36M | Buy |
30,161
+3,266
| +12% | +$148K | 0.71% | 38 |
|
|
2023
Q2 | $1.24M | Buy |
26,895
+6,694
| +33% | +$309K | 0.64% | 42 |
|
|
2023
Q1 | $959K | Buy |
20,201
+3,174
| +19% | +$151K | 0.53% | 44 |
|
|
2022
Q4 | $781K | Buy |
17,027
+45
| +0.3% | +$2.06K | 0.46% | 49 |
|
|
2022
Q3 | $771K | Buy |
16,982
+451
| +3% | +$20.5K | 0.52% | 45 |
|
|
2022
Q2 | $798K | Buy |
+16,531
| New | +$798K | 0.51% | 44 |
|