Acima Private Wealth LLC has boosted its holdings in the JPMorgan Core Plus Bond ETF, reflecting renewed interest among small advisory firms seeking diversified, income-generating bond investments in a changing interest-rate environment.
Acima Private Wealth LLC boosted its holdings in the JPMorgan Core Plus Bond ETF, acquiring an additional 36,796 shares in the third quarter to bring its stake to 244,803 shares, regulatory filings show. According to the disclosure reported by DefenseWorld, that position represents roughly 3.6% of Acima’s total portfolio and made the ETF the firm’s sixth-largest holding, valued at about $11.64 million and equal to approximately 0.17% of the fund’s outstanding shares as of the most recent filing.
The transaction comes amid modest interest from a group of smaller advisers and wealth managers. DefenseWorld also notes that Parkworth Wealth Management, GoalVest Advisory, Total Investment Management, Elevation Point Wealth Partners and Cullen Frost Bankers established new, relatively small positions in the ETF across the second and third quarters, with individual investments ranging from about $29,000 to $99,000.
The JPMorgan Core Plus Bond ETF, managed by JPMorgan Chase, is an actively managed fixed-income vehicle launched on 28 January 2019. According to fund profiles on StockAnalysis and Investing.com, the ETF holds a diversified mix of corporate debt, treasury and agency securities, asset-backed and mortgage-related instruments, and targets a typical weighted average maturity in the mid single- to double-digit year range. The fund’s market capitalisation is roughly $7.04 billion and, in mid-February 2026, its share price traded near $47.90, inside a 12-month range of about $45.56 to $48.01.
Investors in the fund receive monthly distributions. Investing.com and TipRanks report that the most recent ex-dividend date was 2 February 2026 and the payment was made on 4 February 2026; the annualised payout is about $2.33 per share, implying a yield near 4.9% as of mid-February. StockAnalysis shows a similar trailing annual distribution and a yield figure close to 4.87%.
Market metrics compiled by StockAnalysis indicate a low beta and a relatively high price-to-earnings ratio for the ETF compared with broader equity benchmarks, reflecting the income-focused nature and interest-rate sensitivity of fixed-income instruments. The recent increase in Acima’s stake and the cluster of small new positions by advisory firms underline continued demand among wealth managers for actively managed bond exposure that seeks additional yield while diversifying across multiple fixed-income sectors.
- https://www.defenseworld.net/2026/02/23/jpmorgan-core-plus-bond-etf-jcpb-shares-acquired-by-acima-private-wealth-llc.html – Please view link – unable to able to access data
- https://www.defenseworld.net/2026/02/23/jpmorgan-core-plus-bond-etf-jcpb-shares-acquired-by-acima-private-wealth-llc.html – Acima Private Wealth LLC increased its stake in JPMorgan Core Plus Bond ETF (JCPB) by 17.7% during the third quarter, acquiring an additional 36,796 shares, bringing its total holdings to 244,803 shares. This investment now constitutes approximately 3.6% of Acima’s portfolio, making JCPB its sixth-largest position, valued at around $11.64 million. The article also notes that other hedge funds have recently bought and sold shares of JCPB, including Parkworth Wealth Management Inc., GoalVest Advisory LLC, Total Investment Management Inc., Elevation Point Wealth Partners LLC, and Cullen Frost Bankers Inc.
- https://www.investing.com/etfs/jpmorgan-core-plus-bond-dividends – JPMorgan Core Plus Bond ETF (JCPB) offers a dividend yield of 4.90%, with an annualized payout of $2.33 per share. The fund pays dividends monthly, with the most recent ex-dividend date on February 2, 2026, and payment on February 4, 2026. The article provides detailed dividend history, including amounts and dates, and notes that JCPB’s dividend yield is 4.90% as of February 16, 2026.
- https://www.tipranks.com/etf/jcpb/dividends – JPMorgan Core Plus Bond ETF (JCPB) has a dividend yield of 4.9% and paid $2.32673 per share over the past year. The fund pays monthly dividends, with the last ex-dividend date on February 2, 2026. The article provides detailed dividend information, including amounts, payment dates, and yield, and notes that JCPB’s dividend yield is 4.9% as of February 16, 2026.
- https://www.stockanalysis.com/etf/jcpb/dividend/ – JPMorgan Core Plus Bond ETF (JCPB) has a dividend yield of 4.87% and paid $2.33 per share in the past year. The dividend is paid every month, with the last ex-dividend date on February 2, 2026. The article provides detailed dividend history, including amounts and dates, and notes that JCPB’s dividend yield is 4.87% as of February 12, 2026.
- https://www.stockanalysis.com/etf/jcpb/ – JPMorgan Core Plus Bond ETF (JCPB) is an actively managed exchange-traded fund launched on January 28, 2019, by JPMorgan Chase. The fund invests in a broad array of fixed income securities and has a market capitalization of $7.04 billion. As of February 17, 2026, JCPB’s price was $47.92, with a 52-week low of $45.56 and a 52-week high of $48.01. The fund has a price-to-earnings ratio of 62.11 and a beta of 0.27.
- https://www.investing.com/etfs/jpmorgan-core-plus-bond – JPMorgan Core Plus Bond ETF (JCPB) is an exchange-traded fund that invests in corporate bonds, treasury obligations, government and agency securities, and asset-backed, mortgage-related, and mortgage-backed securities with an average weighted maturity between five and twenty years. The fund seeks to benchmark the performance of its portfolio against the Bloomberg U.S. Aggregate Index. JCPB was formed on January 28, 2019, and is domiciled in the United States.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
8
Notes:
The article was published on 23 February 2026, reporting on Acima Private Wealth LLC’s acquisition of 36,796 shares in the JPMorgan Core Plus Bond ETF during the third quarter. This information aligns with recent SEC filings and other financial news sources, indicating the content is current and not recycled. However, the article’s reliance on a single source, Defense World, raises concerns about source independence. Additionally, the article includes specific figures and dates that match other reports, suggesting originality.
Quotes check
Score:
7
Notes:
The article does not contain direct quotes. The information presented is consistent with data from recent SEC filings and other financial news outlets, indicating that the content is based on verifiable sources. However, the absence of direct quotes makes it challenging to assess the accuracy of the information.
Source reliability
Score:
5
Notes:
Defense World is a niche publication focusing on defense and military news. While it may have expertise in its domain, its credibility in financial reporting is uncertain. The article’s reliance on a single, potentially less reputable source diminishes the overall reliability of the information.
Plausibility check
Score:
8
Notes:
The reported acquisition by Acima Private Wealth LLC is plausible and aligns with recent financial activities of similar firms. The figures and dates provided are consistent with other reports, suggesting the information is accurate. However, the lack of independent verification from multiple reputable sources raises some concerns.
Overall assessment
Verdict (FAIL, OPEN, PASS): FAIL
Confidence (LOW, MEDIUM, HIGH): MEDIUM
Summary:
The article presents information that is plausible and aligns with recent financial activities. However, its reliance on a single, potentially less reputable source and the absence of direct quotes or multiple independent verification sources diminish its overall reliability. Given these concerns, the content does not meet the necessary standards for publication.