Fidelity Investments
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Fidelity Investments’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Fidelity Investments’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
-1
Closed -$47 – 5553
2023
Q4 		$47 Buy
+1
New +$45 ﹤0.01% 5034
2023
Q2 		– Sell
-51
Closed -$2.42K – 5496
2023
Q1 		$2.42K Buy
51
+48
+1,600% +$2.24K ﹤0.01% 4579
2022
Q4 		$138 Buy
+3
New +$139 ﹤0.01% 4853

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
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
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

Fidelity Investments's JCPI Position: Q1 2024 in Review

Fidelity Investments sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2024, closing a stake of 1 share — an estimated $47 sold.

Fidelity Investments first reported a position in JCPI in Q4 2022 and held it in 3 quarters. The position peaked at $2.42K in Q1 2023. 26 funds tracked by Wall St. Rank hold JCPI as of Q1 2024.

  • Fidelity Investments reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 JPMorgan Inflation Managed Bond ETF share in Q1 2024, an estimated $47.
  • Fidelity Investments first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2022 and held it in 3 quarters.
  • Fidelity Investments's JPMorgan Inflation Managed Bond ETF position peaked at $2.42K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.