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 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

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

SRC

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

KPWS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's JCPI Position: Q3 2024 in Review

Realta Investment Advisors sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2024, closing a stake of 5,126 shares — an estimated $239K sold.

Realta Investment Advisors first reported a position in JCPI in Q3 2022 and held it in 7 quarters. The position peaked at $257K in Q1 2024. 30 funds tracked by Wall St. Rank hold JCPI as of Q3 2024.

Realta Investment Advisors reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 5,126 JPMorgan Inflation Managed Bond ETF shares in Q3 2024, an estimated $239K.
Realta Investment Advisors first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's JPMorgan Inflation Managed Bond ETF position peaked at $257K in Q1 2024.
30 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.