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Money Concepts Capital’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Money Concepts Capital’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
-2,694
Closed -$124K – 1756
2022
Q4 		$124K Buy
+2,694
New +$125K 0.01% 888

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
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
HF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Money Concepts Capital's JCPI Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2023, closing a stake of 2,694 shares — an estimated $124K sold.

Money Concepts Capital first reported a position in JCPI in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 32 funds tracked by Wall St. Rank hold JCPI as of Q1 2023.

  • Money Concepts Capital reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,694 JPMorgan Inflation Managed Bond ETF shares in Q1 2023, an estimated $124K.
  • Money Concepts Capital first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's JPMorgan Inflation Managed Bond ETF position peaked at $124K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.