Kestra Advisory Services’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-14,193	Closed	-$651K	–	2200
2022 Q4	$651K	Buy	+14,193	New	+$656K	0.01%	1253

Other funds holding JCPI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OFG

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

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

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

KCPG

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

SRC

Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFA

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

Kestra Advisory Services's JCPI Position: Q1 2023 in Review

Kestra Advisory Services sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2023, closing a stake of 14,193 shares — an estimated $651K sold.

Kestra Advisory Services first reported a position in JCPI in Q4 2022 and held it in 1 quarter. The position peaked at $651K in Q4 2022. 32 funds tracked by Wall St. Rank hold JCPI as of Q1 2023.

Kestra Advisory Services reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q1 2023 after selling out during the quarter.
Kestra Advisory Services sold 14,193 JPMorgan Inflation Managed Bond ETF shares in Q1 2023, an estimated $651K.
Kestra Advisory Services first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2022 and held it in 1 quarter.
Kestra Advisory Services's JPMorgan Inflation Managed Bond ETF position peaked at $651K in Q4 2022.
32 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.