Geneos Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Geneos 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	$400K	Sell	7,472 -1,057	-12%	-$56.5K	0.01%	805
2026 Q1	$459K	Buy	8,529 +3,293	+63%	+$178K	0.01%	719
2025 Q4	$283K	Buy	5,236 +2,519	+93%	+$137K	0.01%	817
2025 Q3	$147K	Buy	2,717 +597	+28%	+$32K	﹤0.01%	1003
2025 Q2	$114K	Sell	2,120 -947	-31%	-$50.1K	﹤0.01%	1203
2025 Q1	$164K	Buy	3,067 +908	+42%	+$47.9K	﹤0.01%	1319
2024 Q4	$113K	Buy	+2,159	New	+$115K	﹤0.01%	1025

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Geneos Wealth Management's JBND Position: Q2 2026 in Review

Geneos Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, selling an estimated $56.5K and leaving 7,472 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #805.

Geneos Wealth Management first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Geneos Wealth Management held 7,472 shares of JPMorgan Active Bond ETF worth $400K as of Q2 2026.
Geneos Wealth Management sold 1,057 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $56.5K.
JPMorgan Active Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #805 holding.
Geneos Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's JPMorgan Active Bond ETF position peaked at $459K in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.