Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Northwestern Mutual Wealth 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
2026 Q1	$14.5K	Buy	+300	New	+$14.5K	﹤0.01%	2931
2025 Q3	–	Sell	-42	Closed	-$2.03K	–	3938
2025 Q2	$2.03K	Buy	+42	New	+$2K	﹤0.01%	3257
2023 Q3	–	Sell	-430	Closed	-$19.9K	–	3421
2023 Q2	$19.9K	Buy	+430	New	+$20.1K	﹤0.01%	2318
2023 Q1	–	Sell	-1,080	Closed	-$49.5K	–	3487
2022 Q4	$49.5K	Sell	1,080 -14	-1%	-$647	﹤0.01%	1917
2022 Q3	$50K	Buy	+1,094	New	+$52.8K	﹤0.01%	1903

Other funds holding JCPI

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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