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Blue Trust Inc’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Blue Trust Inc’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
2023
Q1 		– Sell
-2,985
Closed -$136K – 2473
2022
Q4 		$136K Hold
2,985
– – ﹤0.01% 574
2022
Q3 		$144K Buy
+2,985
New +$144K ﹤0.01% 413

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Blue Trust Inc's JCPI Position: Q1 2023 in Review

Blue Trust Inc sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2023, closing a stake of 2,985 shares — an estimated $136K sold.

Blue Trust Inc first reported a position in JCPI in Q3 2022 and held it in 2 quarters. The position peaked at $144K in Q3 2022. 32 funds tracked by Wall St. Rank hold JCPI as of Q1 2023.

  • Blue Trust Inc reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Blue Trust Inc sold 2,985 JPMorgan Inflation Managed Bond ETF shares in Q1 2023, an estimated $136K.
  • Blue Trust Inc first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and held it in 2 quarters.
  • Blue Trust Inc's JPMorgan Inflation Managed Bond ETF position peaked at $144K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.