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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Planning Group's JCPI Position: Q2 2026 in Review

Cornerstone Planning Group increased its JPMorgan Inflation Managed Bond ETF (JCPI) stake by 5.2% in Q2 2026, buying an estimated $60K and bringing the position to 25,061 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #61.

Cornerstone Planning Group first reported a position in JCPI in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Cornerstone Planning Group held 25,061 shares of JPMorgan Inflation Managed Bond ETF worth $1.19M as of Q2 2026.
  • Cornerstone Planning Group bought 1,241 JPMorgan Inflation Managed Bond ETF shares in Q2 2026, an estimated $60K.
  • JPMorgan Inflation Managed Bond ETF made up 0.15% of Cornerstone Planning Group's portfolio in Q2 2026, its #61 holding.
  • Cornerstone Planning Group first reported a position in JPMorgan Inflation Managed Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.