KCPG
Kavar Capital Partners Group’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
+43,963
| New | +$2.12M | 0.3% | 73 |
|
|
2024
Q4 | – | Sell |
-49,292
| Closed | -$2.37M | – | 186 |
|
|
2024
Q3 | $2.37M | Buy |
+49,292
| New | +$2.37M | 0.37% | 69 |
|
|
2023
Q4 | – | Sell |
-100,783
| Closed | -$4.56M | – | 162 |
|
|
2023
Q3 | $4.56M | Sell |
100,783
-8,515
| -8% | -$385K | 0.99% | 34 |
|
|
2023
Q2 | $5.05M | Sell |
109,298
-9,549
| -8% | -$441K | 1.08% | 32 |
|
|
2023
Q1 | $5.64M | Buy |
+118,847
| New | +$5.64M | 1.22% | 25 |
|
|
2022
Q3 | – | Sell |
-151,489
| Closed | -$7.32M | – | 149 |
|
|
2022
Q2 | $7.32M | Buy |
+151,489
| New | +$7.32M | 1.7% | 15 |
|