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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return