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 		$3.65M Buy
+65,800
New +$3.19M ﹤0.01% 1344
2025
Q4 		– Sell
-202,600
Closed -$11.7M – 9300
2025
Q3 		$11.7M Buy
202,600
+166,400
+460% +$8.07M 0.01% 869
2025
Q2 		$1.97M Sell
36,200
-37,700
-51% -$1.8M ﹤0.01% 2130
2025
Q1 		$3.83M Buy
73,900
+43,300
+142% +$2.05M ﹤0.01% 1485
2024
Q4 		$1.73M Sell
30,600
-18,000
-37% -$850K ﹤0.01% 2329
2024
Q3 		$2.67M Sell
48,600
-2,800
-5% -$133K ﹤0.01% 2029
2024
Q2 		$2.85M Buy
51,400
+29,200
+132% +$1.35M ﹤0.01% 1883
2024
Q1 		$1.2M Buy
22,200
+4,100
+23% +$191K ﹤0.01% 2920
2023
Q4 		$903K Sell
18,100
-18,400
-50% -$835K ﹤0.01% 3092
2023
Q3 		$1.71M Buy
36,500
+25,000
+217% +$1.14M ﹤0.01% 2212
2023
Q2 		$556K Sell
11,500
-12,200
-51% -$571K ﹤0.01% 3196
2023
Q1 		$1.07M Buy
23,700
+17,700
+295% +$826K ﹤0.01% 2534
2022
Q4 		$244K Buy
+6,000
New +$277K ﹤0.01% 3982

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