Integrated Wealth Concepts’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	$435K	Buy	9,013 +803	+10%	+$38.7K	﹤0.01%	1352
2025 Q1	$395K	Buy	+8,210	New	+$395K	﹤0.01%	1260
2024 Q4	–	Sell	-4,291	Closed	-$206K	–	1754
2024 Q3	$206K	Buy	+4,291	New	+$206K	﹤0.01%	1548