GCA
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Gradient Capital Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Gradient Capital 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
2025
Q3 		– Sell
-4,152
Closed -$200K – 170
2025
Q2 		$200K Buy
+4,152
New +$198K 0.06% 159
2024
Q2 		– Sell
-5,114
Closed -$240K – 141
2024
Q1 		$240K Buy
5,114
+14
+0.3% +$651 0.09% 130
2023
Q4 		$237K Sell
5,100
-1,241
-20% -$56.3K 0.09% 131
2023
Q3 		$287K Buy
6,341
+19
+0.3% +$870 0.12% 116
2023
Q2 		$292K Buy
6,322
+1,716
+37% +$80.3K 0.12% 118
2023
Q1 		$219K Buy
+4,606
New +$215K 0.09% 130

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return