Simplex Trading
JCPI icon

Simplex Trading’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Simplex Trading’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
2026
Q1 		$5.47M Buy
+98,600
New +$4.78M ﹤0.01% 1053
2025
Q4 		– Sell
-161,700
Closed -$9.3M – 9299
2025
Q3 		$9.3M Buy
161,700
+46,500
+40% +$2.25M ﹤0.01% 1023
2025
Q2 		$6.27M Buy
115,200
+18,400
+19% +$878K ﹤0.01% 1186
2025
Q1 		$5.01M Buy
96,800
+28,300
+41% +$1.34M ﹤0.01% 1303
2024
Q4 		$3.86M Sell
68,500
-15,400
-18% -$727K ﹤0.01% 1665
2024
Q3 		$4.61M Buy
83,900
+29,200
+53% +$1.38M ﹤0.01% 1555
2024
Q2 		$3.04M Buy
54,700
+25,700
+89% +$1.19M ﹤0.01% 1827
2024
Q1 		$1.57M Sell
29,000
-70,600
-71% -$3.28M ﹤0.01% 2646
2023
Q4 		$4.97M Buy
99,600
+46,100
+86% +$2.09M ﹤0.01% 1557
2023
Q3 		$2.51M Buy
53,500
+4,400
+9% +$201K ﹤0.01% 1894
2023
Q2 		$2.37M Buy
49,100
+31,100
+173% +$1.46M ﹤0.01% 1835
2023
Q1 		$811K Buy
18,000
+16,500
+1,100% +$770K ﹤0.01% 2784
2022
Q4 		$61K Buy
+1,500
New +$69.4K ﹤0.01% 5629

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return