Stone Summit Wealth’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Stone Summit Wealth’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
2023 Q4	–	Sell	-12,677	Closed	-$573K	–	140
2023 Q3	$573K	Buy	12,677 +1,295	+11%	+$59.3K	0.25%	90
2023 Q2	$526K	Buy	11,382 +1,232	+12%	+$57.7K	0.22%	91
2023 Q1	$482K	Buy	10,150 +1,577	+18%	+$73.6K	0.21%	89
2022 Q4	$393K	Buy	8,573 +1,672	+24%	+$77.3K	0.19%	98
2022 Q3	$313K	Buy	6,901 +2,271	+49%	+$110K	0.19%	102
2022 Q2	$223K	Buy	+4,630	New	+$228K	0.13%	122

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

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

SRC

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

KPWS

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

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

Stone Summit Wealth's JCPI Position: Q4 2023 in Review

Stone Summit Wealth sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2023, closing a stake of 12,677 shares — an estimated $573K sold.

Stone Summit Wealth first reported a position in JCPI in Q2 2022 and held it in 6 quarters. The position peaked at $573K in Q3 2023. 29 funds tracked by Wall St. Rank hold JCPI as of Q4 2023.

Stone Summit Wealth reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2023 after selling out during the quarter.
Stone Summit Wealth sold 12,677 JPMorgan Inflation Managed Bond ETF shares in Q4 2023, an estimated $573K.
Stone Summit Wealth first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 6 quarters.
Stone Summit Wealth's JPMorgan Inflation Managed Bond ETF position peaked at $573K in Q3 2023.
29 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2023.

Based on Stone Summit Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.