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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return