Gradient Capital Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+4,152
| New | +$200K | 0.06% | 159 |
|
|
2024
Q2 | – | Sell |
-5,114
| Closed | -$240K | – | 141 |
|
|
2024
Q1 | $240K | Buy |
5,114
+14
| +0.3% | +$656 | 0.09% | 130 |
|
|
2023
Q4 | $237K | Sell |
5,100
-1,241
| -20% | -$57.7K | 0.09% | 131 |
|
|
2023
Q3 | $287K | Buy |
6,341
+19
| +0.3% | +$859 | 0.12% | 116 |
|
|
2023
Q2 | $292K | Buy |
6,322
+1,716
| +37% | +$79.2K | 0.12% | 118 |
|
|
2023
Q1 | $219K | Buy |
+4,606
| New | +$219K | 0.09% | 130 |
|