SMART Wealth’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

SMART Wealth’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	$2.89M	Buy	+62,673	New	+$2.96M	0.59%	54

Other funds holding JCPI

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 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

SMART Wealth's JCPI Position: Q3 2026 in Review

SMART Wealth opened a new position in JPMorgan Inflation Managed Bond ETF (JCPI) in Q3 2026: 62,673 shares worth $2.89M. The stake represents 0.59% of the portfolio and ranks #54 among its holdings.

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

SMART Wealth held 62,673 shares of JPMorgan Inflation Managed Bond ETF worth $2.89M as of Q3 2026.
JPMorgan Inflation Managed Bond ETF was a new SMART Wealth position in Q3 2026.
JPMorgan Inflation Managed Bond ETF made up 0.59% of SMART Wealth's portfolio in Q3 2026, its #54 holding.
30 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.