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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Spire Wealth Management's JBND Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 2.7% in Q2 2026, selling an estimated $923K and leaving 633,749 shares worth $33.9M. The position accounts for 1.02% of the portfolio, ranked #12.

Spire Wealth Management first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $35M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Spire Wealth Management held 633,749 shares of JPMorgan Active Bond ETF worth $33.9M as of Q2 2026.
Spire Wealth Management sold 17,259 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $923K.
JPMorgan Active Bond ETF made up 1.02% of Spire Wealth Management's portfolio in Q2 2026, its #12 holding.
Spire Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's JPMorgan Active Bond ETF position peaked at $35M in Q1 2026.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.