Olympus Wealth Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Olympus Wealth Management’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 Q2	$230K	Hold	4,763	–	–	0.08%	21
2025 Q1	$229K	Hold	4,763	–	–	0.1%	20
2024 Q4	$223K	Hold	4,763	–	–	0.08%	17
2024 Q3	$229K	Hold	4,763	–	–	0.08%	16
2024 Q2	$222K	Buy	+4,763	New	+$221K	0.07%	17
2022 Q4	–	Sell	-4,763	Closed	-$216K	–	16
2022 Q3	$216K	Buy	+4,763	New	+$230K	0.09%	16

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SRC

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

KPWS

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

Olympus Wealth Management's JCPI Position: Q2 2025 in Review

Olympus Wealth Management held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q2 2025 at 4,763 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #21.

Olympus Wealth Management first reported a position in JCPI in Q3 2022 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold JCPI as of Q2 2025.

Olympus Wealth Management held 4,763 shares of JPMorgan Inflation Managed Bond ETF worth $230K as of Q2 2025.
Olympus Wealth Management left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q2 2025.
JPMorgan Inflation Managed Bond ETF made up 0.08% of Olympus Wealth Management's portfolio in Q2 2025, its #21 holding.
Olympus Wealth Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.