Spire Wealth Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-161	Closed	-$6.21K	–	2478
2025 Q1	$6.21K	Hold	161	–	–	﹤0.01%	1996
2024 Q4	$6.12K	Hold	161	–	–	﹤0.01%	1990
2024 Q3	$6.54K	Buy	161 +79	+96%	+$3.13K	﹤0.01%	1755
2024 Q2	$3.17K	Hold	82	–	–	﹤0.01%	1921
2024 Q1	$3.22K	Buy	+82	New	+$3.2K	﹤0.01%	2010

Other funds holding JPMB

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFWA

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Spire Wealth Management's JPMB Position: Q2 2025 in Review

Spire Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2025, closing a stake of 161 shares — an estimated $6.21K sold.

Spire Wealth Management first reported a position in JPMB in Q1 2024 and held it in 5 quarters. The position peaked at $6.54K in Q3 2024. 34 funds tracked by Wall St. Rank hold JPMB as of Q2 2025.

Spire Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 161 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2025, an estimated $6.21K.
Spire Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2024 and held it in 5 quarters.
Spire Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $6.54K in Q3 2024.
34 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.