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 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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SRC

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

KPWS

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Gradient Capital Advisors's JCPI Position: Q3 2025 in Review

Gradient Capital Advisors sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2025, closing a stake of 4,152 shares — an estimated $200K sold.

Gradient Capital Advisors first reported a position in JCPI in Q1 2023 and held it in 6 quarters. The position peaked at $292K in Q2 2023. 44 funds tracked by Wall St. Rank hold JCPI as of Q3 2025.

Gradient Capital Advisors reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q3 2025 after selling out during the quarter.
Gradient Capital Advisors sold 4,152 JPMorgan Inflation Managed Bond ETF shares in Q3 2025, an estimated $200K.
Gradient Capital Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2023 and held it in 6 quarters.
Gradient Capital Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $292K in Q2 2023.
44 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2025.

Based on Gradient Capital Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.