IMA Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.3M Buy
579,129
+11,487
+2% +$545K 2.66% 8
2025
Q4
$27M Buy
567,642
+72,403
+15% +$3.44M 2.59% 8
2025
Q3
$23.5M Sell
495,239
-2,701
-0.5% -$127K 2.37% 9
2025
Q2
$23.4M Buy
497,940
+21,444
+5% +$996K 2.51% 8
2025
Q1
$22.4M Buy
476,496
+215,251
+82% +$10M 2.66% 7
2024
Q4
$12.1M Buy
261,245
+26,120
+11% +$1.22M 1.46% 13
2024
Q3
$11.3M Buy
235,125
+32,075
+16% +$1.52M 2.47% 8
2024
Q2
$9.41M Buy
203,050
+8,556
+4% +$393K 4.16% 6
2024
Q1
$9.07M Buy
194,494
+10,404
+6% +$484K 4.29% 4
2023
Q4
$8.67M Buy
184,090
+6,080
+3% +$275K 4.34% 4
2023
Q3
$7.95M Buy
178,010
+4,525
+3% +$207K 2.05% 10
2023
Q2
$8.08M Buy
+173,485
New +$8.15M 2.08% 8

Other funds holding JCPB

IMA Advisory Services's JCPB Position: Q1 2026 in Review

IMA Advisory Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2% in Q1 2026, buying an estimated $545K and bringing the position to 579,129 shares worth $27.3M. The position accounts for 2.66% of the portfolio, ranked #8.

IMA Advisory Services first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • IMA Advisory Services held 579,129 shares of JPMorgan Core Plus Bond ETF worth $27.3M as of Q1 2026.
  • IMA Advisory Services bought 11,487 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $545K.
  • JPMorgan Core Plus Bond ETF made up 2.66% of IMA Advisory Services's portfolio in Q1 2026, its #8 holding.
  • IMA Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.