Spire Wealth Management BBSC β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Spire Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Spire Wealth Management reported J P MORGAN EXCHANGE TRADED F (BBSC) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows BBSC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BBSC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spire Wealth Management held BBSC β€” position size vs. price
% of Fund (quarterly)    BBSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $919 2026-07-15 $90.29
2026 Q1 ADDED β€” β€” β€” 10 +3 +42.9% 0.00% $751 2026-04-22 $82.75
2025 Q4 REDUCED 68.2% +1.2% ❌ 7 -15 -68.2% 0.00% $520 2026-01-14 $78.47
2024 Q1 UNCHANGED β€” β€” β€” 22 β€” 0% 0.00% $1K 2024-04-24 $57.87
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BBSC

As of 2026 Q2 β€” sorted by position size

Farther Finance Advisors, LLC 0.0%

FAQ About Spire Wealth Management and BBSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning BBSC?

Spire Wealth Management reported BBSC across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BBSC position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for BBSC was 0.00% in 2026 Q2.

What is the latest reported BBSC position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $919.

What does the chart on this BBSC ownership page compare?

The chart compares Spire Wealth Management's quarterly BBSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their BBSC position?

Based on 13F filing dates vs. subsequent BBSC price moves, Spire Wealth Management correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BBSC relative to SPY over the holding period was -5.0%.

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