Root Financial Partners’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Root Financial Partners’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	$21.2K	Buy	+459	New	+$21.7K	﹤0.01%	1524

Other funds holding JCPI

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Urban Wealth Management El Segundo, California $112M AUM 25.55% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Root Financial Partners's JCPI Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2026: 459 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings.

14 funds tracked by Wall St. Rank hold JCPI as of Q3 2026.

Root Financial Partners held 459 shares of JPMorgan Inflation Managed Bond ETF worth $21.2K as of Q3 2026.
JPMorgan Inflation Managed Bond ETF was a new Root Financial Partners position in Q3 2026.
JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1524 holding.
14 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.