Acima Private Wealth
JCPB icon

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
Q3 		$13.4M Buy
298,268
+6,639
+2% +$306K 3.88% 6
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 		$9.8M 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Acima Private Wealth's JCPB Position: Q3 2026 in Review

Acima Private Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.3% in Q3 2026, buying an estimated $306K and bringing the position to 298,268 shares worth $13.4M. The position accounts for 3.88% of the portfolio, ranked #6.

Acima Private Wealth first reported a position in JCPB in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q2 2026. 230 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

  • Acima Private Wealth held 298,268 shares of JPMorgan Core Plus Bond ETF worth $13.4M as of Q3 2026.
  • Acima Private Wealth bought 6,639 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $306K.
  • JPMorgan Core Plus Bond ETF made up 3.88% of Acima Private Wealth's portfolio in Q3 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 12 quarters since.
  • Acima Private Wealth's JPMorgan Core Plus Bond ETF position peaked at $13.7M in Q2 2026.
  • 230 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.