Travis Spence

Head of Global ETF, J.P. Morgan Asset Management
· tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
JCPB long -2.5%
JPIE long -1.4%
Most Mentioned
JCPB ×1
JPIE ×1
Recent Calls
JPIE long 3 months ago
JCPB long 3 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -1.9% Long Return -1.9% Short Return -
Average Return
7d -0.5%
30d -1.6%
90d -2.5%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 23
$48.00
-2.5%
Bond yields are above 15-year medians, but market volatility is increasing. 40% of fixed income flows are moving to Active ETFs. Passive bond investing is a "blunt instrument" in a volatile rate environment. Active managers can navigate credit spreads and duration shifts (anticipating two rate cuts this year) better than rigid indexes. LONG. Capture high yields while using active management to mitigate volatility risks. Inflation resurgence forcing the Fed to hold or raise rates.
Bond yields are above 15-year medians, but market volatility is increasing. 40% of fixed income flows are moving to Active ETFs. Passive bond investing is a "blunt instrument" in a volatile rate environment. Active managers can navigate credit spreads and duration shifts (anticipating two rate cuts this year) better than rigid indexes. LONG. Capture high yields while using active management to mitigate volatility risks. Inflation resurgence forcing the Fed to hold or raise rates.
Macro
Long
Feb 23
$46.54
-1.4%
Bond yields are above 15-year medians, but market volatility is increasing. 40% of fixed income flows are moving to Active ETFs. Passive bond investing is a "blunt instrument" in a volatile rate environment. Active managers can navigate credit spreads and duration shifts (anticipating two rate cuts this year) better than rigid indexes. LONG. Capture high yields while using active management to mitigate volatility risks. Inflation resurgence forcing the Fed to hold or raise rates.
Bond yields are above 15-year medians, but market volatility is increasing. 40% of fixed income flows are moving to Active ETFs. Passive bond investing is a "blunt instrument" in a volatile rate environment. Active managers can navigate credit spreads and duration shifts (anticipating two rate cuts this year) better than rigid indexes. LONG. Capture high yields while using active management to mitigate volatility risks. Inflation resurgence forcing the Fed to hold or raise rates.
Macro
Showing 2 of 2 picks ยท sorted by mentions