Spire Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Spire Wealth Management’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9M	Buy	531,055 +14	+0%	+$657	0.75%	25
2026 Q1	$25M	Buy	531,041 +113,953	+27%	+$5.41M	0.85%	20
2025 Q4	$19.7M	Buy	417,088 +1,713	+0.4%	+$81.5K	0.66%	32
2025 Q3	$19.8M	Sell	415,375 -4,318	-1%	-$203K	0.67%	31
2025 Q2	$19.6M	Sell	419,693 -55,351	-12%	-$2.57M	0.71%	31
2025 Q1	$22.3M	Buy	475,044 +474,980	+742,156%	+$22.1M	0.72%	27
2024 Q4	$2.95K	Buy	64 +1	+2%	+$47	﹤0.01%	2165
2024 Q3	$3.04K	Sell	63 -2	-3%	-$95	﹤0.01%	1918
2024 Q2	$3.01K	Sell	65 -3	-4%	-$138	﹤0.01%	1932
2024 Q1	$3.17K	Sell	68 -27	-28%	-$1.26K	﹤0.01%	2014
2023 Q4	$4.42K	Sell	95 -79	-45%	-$3.57K	﹤0.01%	1986
2023 Q3	$7.77K	Sell	174 -39	-18%	-$1.78K	﹤0.01%	1808
2023 Q2	$9.92K	Buy	+213	New	+$10K	﹤0.01%	1817

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Spire Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0% in Q2 2026, buying an estimated $657 and bringing the position to 531,055 shares worth $24.9M. The position accounts for 0.75% of the portfolio, ranked #25.

Spire Wealth Management first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $25M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Spire Wealth Management held 531,055 shares of JPMorgan Core Plus Bond ETF worth $24.9M as of Q2 2026.
Spire Wealth Management bought 14 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $657.
JPMorgan Core Plus Bond ETF made up 0.75% of Spire Wealth Management's portfolio in Q2 2026, its #25 holding.
Spire Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
Spire Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $25M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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