Acima Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Acima Private Wealth’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7M	Buy	291,629 +11,897	+4%	+$558K	3.98%	6
2026 Q1	$13.2M	Buy	279,732 +4,185	+2%	+$199K	4.13%	5
2025 Q4	$13M	Buy	275,547 +30,744	+13%	+$1.46M	4.05%	5
2025 Q3	$11.6M	Buy	244,803 +36,796	+18%	+$1.73M	3.64%	6
2025 Q2	$9.79M	Sell	208,007 -21,713	-9%	-$1.01M	3.34%	7
2025 Q1	$10.8M	Sell	229,720 -52,146	-19%	-$2.42M	3.88%	6
2024 Q4	$13M	Buy	281,866 +24,942	+10%	+$1.17M	4.37%	6
2024 Q3	$12.4M	Buy	256,924 +7,877	+3%	+$374K	4.15%	6
2024 Q2	$11.5M	Buy	249,047 +3,415	+1%	+$157K	4.24%	5
2024 Q1	$11.5M	Buy	245,632 +3,311	+1%	+$154K	4.22%	7
2023 Q4	$11.4M	Buy	+242,321	New	+$10.9M	4.45%	6

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Acima Private Wealth's JCPB Position: Q2 2026 in Review

Acima Private Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q2 2026, buying an estimated $558K and bringing the position to 291,629 shares worth $13.7M. The position accounts for 3.98% of the portfolio, ranked #6.

Acima Private Wealth first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Acima Private Wealth held 291,629 shares of JPMorgan Core Plus Bond ETF worth $13.7M as of Q2 2026.
Acima Private Wealth bought 11,897 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $558K.
JPMorgan Core Plus Bond ETF made up 3.98% of Acima Private Wealth's portfolio in Q2 2026, its #6 holding.
Acima Private Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.