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 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

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

SRC

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

KPWS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

IAG Wealth Partners's JCPI Position: Q3 2024 in Review

IAG Wealth Partners sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2024, closing a stake of 650 shares — an estimated $30.4K sold.

IAG Wealth Partners first reported a position in JCPI in Q2 2022 and held it in 9 quarters. The position peaked at $7.71M in Q2 2022. 30 funds tracked by Wall St. Rank hold JCPI as of Q3 2024.

IAG Wealth Partners reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q3 2024 after selling out during the quarter.
IAG Wealth Partners sold 650 JPMorgan Inflation Managed Bond ETF shares in Q3 2024, an estimated $30.4K.
IAG Wealth Partners first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 9 quarters.
IAG Wealth Partners's JPMorgan Inflation Managed Bond ETF position peaked at $7.71M in Q2 2022.
30 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2024.

Based on IAG Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.