IAG Wealth Partners’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-650	Closed	-$30.4K	–	513
2024 Q2	$30.4K	Hold	650	–	–	0.01%	223
2024 Q1	$30.5K	Sell	650 -1,248	-66%	-$58K	0.01%	205
2023 Q4	$88.3K	Sell	1,898 -621	-25%	-$28.2K	0.02%	114
2023 Q3	$114K	Sell	2,519 -1,474	-37%	-$67.5K	0.03%	101
2023 Q2	$184K	Sell	3,993 -1,712	-30%	-$80.1K	0.05%	90
2023 Q1	$271K	Sell	5,705 -90,812	-94%	-$4.24M	0.08%	62
2022 Q4	$4.43M	Sell	96,517 -35,545	-27%	-$1.64M	1.3%	19
2022 Q3	$6M	Sell	132,062 -27,694	-17%	-$1.34M	1.99%	13
2022 Q2	$7.71M	Buy	+159,756	New	+$7.87M	2.52%	13

Other funds holding JCPI

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return