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DB Wealth Management Group’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

DB Wealth Management Group’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
Q4 		– Sell
-697
Closed -$32K – 366
2022
Q3 		$32K Hold
697
– – 0.02% 186
2022
Q2 		$34K Buy
+697
New +$34.4K 0.02% 183

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
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DB Wealth Management Group's JCPI Position: Q4 2022 in Review

DB Wealth Management Group sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2022, closing a stake of 697 shares — an estimated $32K sold.

DB Wealth Management Group first reported a position in JCPI in Q2 2022 and held it in 2 quarters. The position peaked at $34K in Q2 2022. 38 funds tracked by Wall St. Rank hold JCPI as of Q4 2022.

  • DB Wealth Management Group reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2022 after selling out during the quarter.
  • DB Wealth Management Group sold 697 JPMorgan Inflation Managed Bond ETF shares in Q4 2022, an estimated $32K.
  • DB Wealth Management Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 2 quarters.
  • DB Wealth Management Group's JPMorgan Inflation Managed Bond ETF position peaked at $34K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.