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WealthTrak Capital Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-4,752
Closed -$229K – 495
2025
Q2 		$229K Sell
4,752
-63
-1% -$3.01K 0.19% 71
2025
Q1 		$232K Sell
4,815
-31
-0.6% -$1.47K 0.2% 67
2024
Q4 		$227K Buy
+4,846
New +$229K 0.19% 66

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WealthTrak Capital Management's JCPI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2025, closing a stake of 4,752 shares — an estimated $229K sold.

WealthTrak Capital Management first reported a position in JCPI in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q1 2025. 44 funds tracked by Wall St. Rank hold JCPI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 4,752 JPMorgan Inflation Managed Bond ETF shares in Q3 2025, an estimated $229K.
  • WealthTrak Capital Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's JPMorgan Inflation Managed Bond ETF position peaked at $232K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.