Hunter Associates Investment Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Hunter Associates Investment Management’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 Q2	–	Sell	-98,533	Closed	-$4.62M	–	256
2024 Q1	$4.62M	Hold	98,533	–	–	0.78%	30
2023 Q4	$4.58M	Sell	98,533 -19,582	-17%	-$889K	0.84%	30
2023 Q3	$5.34M	Sell	118,115 -94	-0.1%	-$4.3K	1.09%	25
2023 Q2	$5.46M	Sell	118,209 -6,750	-5%	-$316K	1.07%	22
2023 Q1	$5.93M	Sell	124,959 -34,905	-22%	-$1.63M	1.27%	19
2022 Q4	$7.33M	Sell	159,864 -2,486	-2%	-$115K	1.77%	14
2022 Q3	$7.37M	Sell	162,350 -12,390	-7%	-$598K	1.91%	10
2022 Q2	$8.44M	Buy	+174,740	New	+$8.61M	2.08%	8

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

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hunter Associates Investment Management's JCPI Position: Q2 2024 in Review

Hunter Associates Investment Management sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2024, closing a stake of 98,533 shares — an estimated $4.62M sold.

Hunter Associates Investment Management first reported a position in JCPI in Q2 2022 and held it in 8 quarters. The position peaked at $8.44M in Q2 2022. 28 funds tracked by Wall St. Rank hold JCPI as of Q2 2024.

Hunter Associates Investment Management reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q2 2024 after selling out during the quarter.
Hunter Associates Investment Management sold 98,533 JPMorgan Inflation Managed Bond ETF shares in Q2 2024, an estimated $4.62M.
Hunter Associates Investment Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 8 quarters.
Hunter Associates Investment Management's JPMorgan Inflation Managed Bond ETF position peaked at $8.44M in Q2 2022.
28 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2024.

Based on Hunter Associates Investment Management's 13F filing for Q2 2024, filed 1 Aug 2024.