Cornerstone Planning Group
JCPI icon

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
Q3 		$1.4M Buy
30,235
+5,174
+21% +$245K 0.17% 60
2026
Q2 		$1.19M Buy
25,061
+1,241
+5% +$60K 0.15% 61
2026
Q1 		$1.16M Buy
+23,820
New +$1.15M 0.15% 64

Other funds holding JCPI

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Urban Wealth Management
Urban Wealth Management El Segundo, California $112M AUM 25.55% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Cornerstone Planning Group's JCPI Position: Q3 2026 in Review

Cornerstone Planning Group increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 21% in Q3 2026, buying an estimated $245K and bringing the position to 30,235 shares worth $1.4M. The position accounts for 0.17% of the portfolio, ranked #60.

Cornerstone Planning Group first reported a position in JCPI in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold JCPI as of Q3 2026.

  • Cornerstone Planning Group held 30,235 shares of JPMorgan Inflation Managed Bond ETF worth $1.4M as of Q3 2026.
  • Cornerstone Planning Group bought 5,174 JPMorgan Inflation Managed Bond ETF shares in Q3 2026, an estimated $245K.
  • JPMorgan Inflation Managed Bond ETF made up 0.17% of Cornerstone Planning Group's portfolio in Q3 2026, its #60 holding.
  • Cornerstone Planning Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.