Kestra Private Wealth Services’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
53,101
+1,089
| +2% | +$52.5K | 0.04% | 431 |
|
|
2025
Q1 | $2.5M | Buy |
52,012
+2,962
| +6% | +$143K | 0.04% | 405 |
|
|
2024
Q4 | $2.3M | Buy |
49,050
+6,544
| +15% | +$306K | 0.04% | 404 |
|
|
2024
Q3 | $2.04M | Buy |
42,506
+14,270
| +51% | +$685K | 0.04% | 414 |
|
|
2024
Q2 | $1.32M | Buy |
28,236
+674
| +2% | +$31.5K | 0.03% | 493 |
|
|
2024
Q1 | $1.29M | Buy |
27,562
+1,417
| +5% | +$66.4K | 0.03% | 491 |
|
|
2023
Q4 | $1.22M | Buy |
26,145
+982
| +4% | +$45.7K | 0.03% | 474 |
|
|
2023
Q3 | $1.14M | Buy |
25,163
+3,601
| +17% | +$163K | 0.04% | 423 |
|
|
2023
Q2 | $996K | Buy |
21,562
+3,880
| +22% | +$179K | 0.03% | 439 |
|
|
2023
Q1 | $840K | Buy |
+17,682
| New | +$840K | 0.03% | 457 |
|