Cornerstone Planning Group’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Cornerstone Planning Group’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	$1.16M	Buy	+23,820	New	+$1.15M	0.15%	64

Other funds holding JCPI

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Planning Group's JCPI Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q1 2026: 23,820 shares worth $1.16M. The stake represents 0.15% of the portfolio and ranks #64 among its holdings.

59 funds tracked by Wall St. Rank hold JCPI as of Q1 2026.

Cornerstone Planning Group held 23,820 shares of JPMorgan Inflation Managed Bond ETF worth $1.16M as of Q1 2026.
JPMorgan Inflation Managed Bond ETF was a new Cornerstone Planning Group position in Q1 2026.
JPMorgan Inflation Managed Bond ETF made up 0.15% of Cornerstone Planning Group's portfolio in Q1 2026, its #64 holding.
59 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.