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

Centaurus Financial’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 Q1	–	Sell	-3,450	Closed	-$160K	–	817
2023 Q4	$160K	Sell	3,450 -999	-22%	-$45.4K	0.01%	641
2023 Q3	$201K	Buy	4,449 +175	+4%	+$8.01K	0.02%	562
2023 Q2	$197K	Sell	4,274 -1,118	-21%	-$52.3K	0.02%	585
2023 Q1	$256K	Buy	5,392 +418	+8%	+$19.5K	0.02%	598
2022 Q4	$228K	Buy	4,974 +488	+11%	+$22.6K	0.02%	571
2022 Q3	$204K	Sell	4,486 -120	-3%	-$5.79K	0.02%	616
2022 Q2	$222K	Buy	+4,606	New	+$227K	0.02%	584

Other funds holding JCPI

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

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

SRC

Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Centaurus Financial's JCPI Position: Q1 2024 in Review

Centaurus Financial sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2024, closing a stake of 3,450 shares — an estimated $160K sold.

Centaurus Financial first reported a position in JCPI in Q2 2022 and held it in 7 quarters. The position peaked at $256K in Q1 2023. 26 funds tracked by Wall St. Rank hold JCPI as of Q1 2024.

Centaurus Financial reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q1 2024 after selling out during the quarter.
Centaurus Financial sold 3,450 JPMorgan Inflation Managed Bond ETF shares in Q1 2024, an estimated $160K.
Centaurus Financial first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 7 quarters.
Centaurus Financial's JPMorgan Inflation Managed Bond ETF position peaked at $256K in Q1 2023.
26 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2024.

Based on Centaurus Financial's 13F filing for Q1 2024, filed 14 May 2024.