Bogart Wealth LLC’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Bogart Wealth LLC’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 Q4	–	Hold	0	–	–	–	1582
2023 Q1	–	Sell	-5	Closed	-$235	–	1164
2022 Q4	$235	Hold	5	–	–	﹤0.01%	959
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1070
2022 Q2	$0	Buy	+5	New	+$246	﹤0.01%	940

Other funds holding JCPI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bogart Wealth LLC's JCPI Position: Q4 2025 in Review

Bogart Wealth LLC held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q4 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Bogart Wealth LLC first reported a position in JCPI in Q2 2022 and has held it in 3 quarters since. The position peaked at $235 in Q4 2022. 51 funds tracked by Wall St. Rank hold JCPI as of Q4 2025.

Bogart Wealth LLC held 0 shares of JPMorgan Inflation Managed Bond ETF worth $1 as of Q4 2025.
Bogart Wealth LLC left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q4 2025.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q4 2025, its #1582 holding.
Bogart Wealth LLC first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and has held it in 3 quarters since.
Bogart Wealth LLC's JPMorgan Inflation Managed Bond ETF position peaked at $235 in Q4 2022.
51 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.