JP Morgan Chase
SPBO icon

JP Morgan Chase’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

JP Morgan Chase’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.9M Buy
239,054
+112,664
+89% +$3.31M ﹤0.01% 3016
2025
Q4 		$3.71M Buy
126,390
+34,406
+37% +$1.02M ﹤0.01% 3592
2025
Q3 		$2.73M Sell
91,984
-20,663
-18% -$605K ﹤0.01% 3845
2025
Q2 		$3.29M Sell
112,647
-1,330
-1% -$38.1K ﹤0.01% 3523
2025
Q1 		$3.31M Buy
113,977
+757
+0.7% +$21.8K ﹤0.01% 3501
2024
Q4 		$3.24M Sell
113,220
-49,854
-31% -$1.46M ﹤0.01% 3759
2024
Q3 		$4.9M Sell
163,074
-47,417
-23% -$1.4M ﹤0.01% 3236
2024
Q2 		$6.04M Sell
210,491
-38,328
-15% -$1.1M ﹤0.01% 2890
2024
Q1 		$7.24M Sell
248,819
-6,923
-3% -$201K ﹤0.01% 2770
2023
Q4 		$7.52M Buy
255,742
+68,223
+36% +$1.91M ﹤0.01% 2738
2023
Q3 		$5.17M Buy
+187,519
New +$5.31M ﹤0.01% 2823

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return