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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

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM

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. 80 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.
  • 80 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.