Wealth Enhancement Advisory Services
JCPI icon

Wealth Enhancement Advisory Services’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-6,465
Closed -$311K – 3439
2025
Q1 		$311K Hold
6,465
– – ﹤0.01% 2422
2024
Q4 		$303K Buy
+6,465
New +$305K ﹤0.01% 2372

Other funds holding JCPI

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OFG
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MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's JCPI Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q2 2025, closing a stake of 6,465 shares — an estimated $311K sold.

Wealth Enhancement Advisory Services first reported a position in JCPI in Q4 2024 and held it in 2 quarters. The position peaked at $311K in Q1 2025. 38 funds tracked by Wall St. Rank hold JCPI as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,465 JPMorgan Inflation Managed Bond ETF shares in Q2 2025, an estimated $311K.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's JPMorgan Inflation Managed Bond ETF position peaked at $311K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.