Wells Fargo’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Wells Fargo’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
2024 Q4	–	Sell	-23	Closed	-$1.1K	–	7135
2024 Q3	$1.1K	Buy	+23	New	+$1.09K	﹤0.01%	6111
2023 Q3	–	Sell	-1,044	Closed	-$48.2K	–	7626
2023 Q2	$48.2K	Hold	1,044	–	–	﹤0.01%	5443
2023 Q1	$49.6K	Hold	1,044	–	–	﹤0.01%	5166
2022 Q4	$47.9K	Hold	1,044	–	–	﹤0.01%	4884
2022 Q3	$47K	Sell	1,044 -21	-2%	-$1.01K	﹤0.01%	4992
2022 Q2	$51K	Buy	+1,065	New	+$52.5K	﹤0.01%	5008

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Wells Fargo's JCPI Position: Q4 2024 in Review

Wells Fargo sold out of JPMorgan Inflation Managed Bond ETF (JCPI) in Q4 2024, closing a stake of 23 shares — an estimated $1.1K sold.

Wells Fargo first reported a position in JCPI in Q2 2022 and held it in 6 quarters. The position peaked at $51K in Q2 2022. 31 funds tracked by Wall St. Rank hold JCPI as of Q4 2024.

Wells Fargo reported no remaining JPMorgan Inflation Managed Bond ETF position as of Q4 2024 after selling out during the quarter.
Wells Fargo sold 23 JPMorgan Inflation Managed Bond ETF shares in Q4 2024, an estimated $1.1K.
Wells Fargo first reported a position in JPMorgan Inflation Managed Bond ETF in Q2 2022 and held it in 6 quarters.
Wells Fargo's JPMorgan Inflation Managed Bond ETF position peaked at $51K in Q2 2022.
31 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.