Spire Wealth Management
JBND icon

Spire Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Spire Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.6M Sell
618,062
-15,687
-2% -$824K 0.97% 14
2026
Q2 		$33.9M Sell
633,749
-17,259
-3% -$923K 1.02% 12
2026
Q1 		$35M Buy
651,008
+360,246
+124% +$19.5M 1.19% 10
2025
Q4 		$15.7M Sell
290,762
-6,474
-2% -$351K 0.53% 40
2025
Q3 		$16.1M Buy
297,236
+297,203
+900,615% +$15.9M 0.55% 40
2025
Q2 		$1.77K Buy
33
+1
+3% +$53 ﹤0.01% 2197
2025
Q1 		$1.71K Hold
32
– – ﹤0.01% 2307
2024
Q4 		$1.67K Buy
+32
New +$1.7K ﹤0.01% 2285

Other funds holding JBND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Spire Wealth Management's JBND Position: Q3 2026 in Review

Spire Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 2.5% in Q3 2026, selling an estimated $824K and leaving 618,062 shares worth $31.6M. The position accounts for 0.97% of the portfolio, ranked #14.

Spire Wealth Management first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $35M in Q1 2026. 148 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Spire Wealth Management held 618,062 shares of JPMorgan Active Bond ETF worth $31.6M as of Q3 2026.
  • Spire Wealth Management sold 15,687 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $824K.
  • JPMorgan Active Bond ETF made up 0.97% of Spire Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Spire Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's JPMorgan Active Bond ETF position peaked at $35M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.