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Sargent Bickham Lagudis’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$2.29K Hold
50
– – ﹤0.01% 897
2022
Q3 		$2K Buy
+50
New +$2.41K ﹤0.01% 888

Other funds holding JCPI

JP Morgan Chase
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
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sargent Bickham Lagudis's JCPI Position: Q4 2022 in Review

Sargent Bickham Lagudis held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q4 2022 at 50 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Sargent Bickham Lagudis first reported a position in JCPI in Q3 2022 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold JCPI as of Q4 2022.

  • Sargent Bickham Lagudis held 50 shares of JPMorgan Inflation Managed Bond ETF worth $2.29K as of Q4 2022.
  • Sargent Bickham Lagudis left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q4 2022.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #897 holding.
  • Sargent Bickham Lagudis first reported a position in JPMorgan Inflation Managed Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.