KB Financial Partners’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

KB Financial Partners’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
2023 Q3	$411K	Hold	9,099	–	–	0.12%	109
2023 Q2	$420K	Hold	9,099	–	–	0.12%	113
2023 Q1	$432K	Sell	9,099 -1,152	-11%	-$53.8K	0.13%	108
2022 Q4	$470K	Sell	10,251 -181	-2%	-$8.37K	0.16%	96
2022 Q3	$474K	Buy	+10,432	New	+$503K	0.17%	78

Other funds holding JCPI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OFG

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

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KB Financial Partners's JCPI Position: Q3 2023 in Review

KB Financial Partners held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q3 2023 at 9,099 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #109.

KB Financial Partners first reported a position in JCPI in Q3 2022 and has held it in 5 quarters since. The position peaked at $474K in Q3 2022. 32 funds tracked by Wall St. Rank hold JCPI as of Q3 2023.

KB Financial Partners held 9,099 shares of JPMorgan Inflation Managed Bond ETF worth $411K as of Q3 2023.
KB Financial Partners left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q3 2023.
JPMorgan Inflation Managed Bond ETF made up 0.12% of KB Financial Partners's portfolio in Q3 2023, its #109 holding.
KB Financial Partners first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and has held it in 5 quarters since.
KB Financial Partners's JPMorgan Inflation Managed Bond ETF position peaked at $474K in Q3 2022.
32 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.