Acorn Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Acorn Wealth Advisors’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	$5.21M	Buy	110,914 +24,309	+28%	+$1.14M	1.27%	15
2026 Q1	$4.08M	Buy	86,605 +16,280	+23%	+$773K	1.19%	18
2025 Q4	$3.33M	Buy	70,325 +47,461	+208%	+$2.26M	0.99%	26
2025 Q3	$1.09M	Sell	22,864 -33,977	-60%	-$1.6M	0.34%	65
2025 Q2	$2.67M	Buy	56,841 +3,648	+7%	+$169K	1%	23
2025 Q1	$2.5M	Buy	53,193 +796	+2%	+$37K	1.04%	25
2024 Q4	$2.41M	Buy	+52,397	New	+$2.46M	1%	27

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

Acorn Wealth Advisors's JCPB Position: Q2 2026 in Review

Acorn Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 28% in Q2 2026, buying an estimated $1.14M and bringing the position to 110,914 shares worth $5.21M. The position accounts for 1.27% of the portfolio, ranked #15.

Acorn Wealth Advisors first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Acorn Wealth Advisors held 110,914 shares of JPMorgan Core Plus Bond ETF worth $5.21M as of Q2 2026.
Acorn Wealth Advisors bought 24,309 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.14M.
JPMorgan Core Plus Bond ETF made up 1.27% of Acorn Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Acorn Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.