CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-31,436
Closed -$1.52M – 3073
2022
Q2 		$1.52M Buy
+31,436
New +$1.55M 0.01% 682

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors's JCPI Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2022, closing a stake of 31,436 shares — an estimated $1.52M sold.

CAPTRUST Financial Advisors first reported a position in JCPI in Q2 2022 and held it in 1 quarter. The position peaked at $1.52M in Q2 2022. 37 funds tracked by Wall St. Rank hold JCPI as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 31,436 JPMorgan Inflation Managed Bond ETF shares in Q3 2022, an estimated $1.52M.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $1.52M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.