Jones Financial Companies’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 | $563K | Buy |
11,719
+4,575
| +64% | +$220K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $344K | Buy |
7,144
+4,219
| +144% | +$203K | ﹤0.01% | 1283 |
|
|
2024
Q4 | $137K | Buy |
2,925
+383
| +15% | +$17.9K | ﹤0.01% | 1504 |
|
|
2024
Q3 | $122K | Buy |
2,542
+1,749
| +221% | +$84K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $37K | Buy |
793
+144
| +22% | +$6.72K | ﹤0.01% | 1361 |
|
|
2024
Q1 | $30.4K | Buy |
+649
| New | +$30.4K | ﹤0.01% | 820 |
|