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

Realta 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
2024 Q3	–	Sell	-5,126	Closed	-$239K	–	568
2024 Q2	$239K	Sell	5,126 -359	-7%	-$16.7K	0.05%	355
2024 Q1	$257K	Hold	5,485	–	–	0.05%	346
2023 Q4	$255K	Buy	5,485 +581	+12%	+$26.4K	0.06%	349
2023 Q3	$226K	Hold	4,904	–	–	0.05%	358
2023 Q2	$226K	Buy	+4,904	New	+$229K	0.05%	370
2023 Q1	–	Sell	-3,617	Closed	-$166K	–	643
2022 Q4	$166K	Hold	3,617	–	–	0.04%	418
2022 Q3	$164K	Buy	+3,617	New	+$175K	0.04%	387

Other funds holding JCPI

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

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

Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return