Kavar Capital Partners Group’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Kavar Capital Partners Group’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
2026 Q2	–	Sell	-23,336	Closed	-$1.13M	–	220
2026 Q1	$1.13M	Buy	+23,336	New	+$1.13M	0.14%	96
2025 Q3	–	Sell	-43,963	Closed	-$2.12M	–	193
2025 Q2	$2.12M	Buy	+43,963	New	+$2.1M	0.3%	73
2024 Q4	–	Sell	-49,292	Closed	-$2.37M	–	186
2024 Q3	$2.37M	Buy	+49,292	New	+$2.34M	0.37%	69
2023 Q4	–	Sell	-100,783	Closed	-$4.56M	–	163
2023 Q3	$4.56M	Sell	100,783 -8,515	-8%	-$390K	0.99%	34
2023 Q2	$5.05M	Sell	109,298 -9,549	-8%	-$447K	1.08%	32
2023 Q1	$5.64M	Buy	+118,847	New	+$5.55M	1.22%	25
2022 Q3	–	Sell	-151,489	Closed	-$7.32M	–	149
2022 Q2	$7.32M	Buy	+151,489	New	+$7.47M	1.7%	15

Other funds holding JCPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kavar Capital Partners Group's JCPI Position: Q2 2026 in Review

Kavar Capital Partners Group sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2026, closing a stake of 23,336 shares — an estimated $1.13M sold.

Kavar Capital Partners Group first reported a position in JCPI in Q2 2022 and held it in 7 quarters. The position peaked at $7.32M in Q2 2022. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

Kavar Capital Partners Group reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q2 2026 after selling out during the quarter.
Kavar Capital Partners Group sold 23,336 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $1.13M.
Kavar Capital Partners Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 7 quarters.
Kavar Capital Partners Group's JPMorgan Inflation Managed Bond ETF position peaked at $7.32M in Q2 2022.
56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.