Householder Group Estate & Retirement Specialist’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-3,642	Closed	-$174K	–	886
2024 Q3	$174K	Hold	3,642	–	–	0.05%	269
2024 Q2	$170K	Sell	3,642 -588	-14%	-$27.3K	0.05%	264
2024 Q1	$198K	Sell	4,230 -79	-2%	-$3.67K	0.06%	242
2023 Q4	$200K	Sell	4,309 -987	-19%	-$44.8K	0.07%	240
2023 Q3	$239K	Buy	+5,296	New	+$243K	0.09%	198
2023 Q1	$271K	Buy	+5,716	New	+$267K	0.1%	171
2022 Q4	–	Sell	-5,432	Closed	-$246K	–	739
2022 Q3	$246K	Buy	+5,432	New	+$262K	0.1%	169

Other funds holding JCPI

JP Morgan Chase New York $1.56T 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 $17.7B AUM 18.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JCPI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2024, closing a stake of 3,642 shares — an estimated $174K sold.

Householder Group Estate & Retirement Specialist first reported a position in JCPI in Q3 2022 and held it in 7 quarters. The position peaked at $271K in Q1 2023. 31 funds tracked by Wall St. Rank hold JCPI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,642 JPMorgan Inflation Managed Bond ETF shares in Q4 2024, an estimated $174K.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's JPMorgan Inflation Managed Bond ETF position peaked at $271K in Q1 2023.
31 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.