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OneDigital Investment Advisors’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-9,251
Closed -$418K – 1123
2023
Q3 		$418K Buy
9,251
+152
+2% +$6.96K 0.01% 702
2023
Q2 		$420K Hold
9,099
– – 0.01% 700
2023
Q1 		$432K Buy
+9,099
New +$425K 0.01% 674

Other funds holding JCPI

JP Morgan Chase
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
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
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OneDigital Investment Advisors's JCPI Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2023, closing a stake of 9,251 shares — an estimated $418K sold.

OneDigital Investment Advisors first reported a position in JCPI in Q1 2023 and held it in 3 quarters. The position peaked at $432K in Q1 2023. 29 funds tracked by Wall St. Rank hold JCPI as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,251 JPMorgan Inflation Managed Bond ETF shares in Q4 2023, an estimated $418K.
  • OneDigital Investment Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2023 and held it in 3 quarters.
  • OneDigital Investment Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $432K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.