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

Oarsman 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
2025 Q1	–	Sell	-240	Closed	-$11.3K	–	550
2024 Q4	$11.3K	Hold	240	–	–	﹤0.01%	681
2024 Q3	$11.5K	Buy	+240	New	+$11.4K	﹤0.01%	681

Other funds holding JCPI

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

OFG

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SRC

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Oarsman Capital's JCPI Position: Q1 2025 in Review

Oarsman Capital sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2025, closing a stake of 240 shares — an estimated $11.3K sold.

Oarsman Capital first reported a position in JCPI in Q3 2024 and held it in 2 quarters. The position peaked at $11.5K in Q3 2024. 32 funds tracked by Wall St. Rank hold JCPI as of Q1 2025.

Oarsman Capital reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 240 JPMorgan Inflation Managed Bond ETF shares in Q1 2025, an estimated $11.3K.
Oarsman Capital first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2024 and held it in 2 quarters.
Oarsman Capital's JPMorgan Inflation Managed Bond ETF position peaked at $11.5K in Q3 2024.
32 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.