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

Geneos 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	$832K	Buy	17,717 +405	+2%	+$19K	0.02%	588
2026 Q1	$815K	Buy	17,312 +2,494	+17%	+$118K	0.02%	558
2025 Q4	$702K	Buy	14,818 +1,178	+9%	+$56K	0.02%	582
2025 Q3	$649K	Buy	13,640 +3,121	+30%	+$147K	0.02%	587
2025 Q2	$495K	Buy	10,519 +754	+8%	+$35K	0.01%	709
2025 Q1	$459K	Buy	9,765 +2,603	+36%	+$121K	0.02%	648
2024 Q4	$330K	Buy	7,162 +1,567	+28%	+$73.5K	0.01%	681
2024 Q3	$270K	Sell	5,595 -41	-0.7%	-$1.95K	0.01%	695
2024 Q2	$261K	Buy	5,636 +1,726	+44%	+$79.4K	0.01%	635
2024 Q1	$182K	Buy	3,910 +3,785	+3,028%	+$176K	0.01%	719
2023 Q4	$5.89K	Hold	125	–	–	﹤0.01%	1693
2023 Q3	$5.58K	Hold	125	–	–	﹤0.01%	1711
2023 Q2	$5.82K	Buy	+125	New	+$5.88K	﹤0.01%	1705

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

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

Geneos Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.3% in Q2 2026, buying an estimated $19K and bringing the position to 17,717 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #588.

Geneos Wealth Management first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Geneos Wealth Management held 17,717 shares of JPMorgan Core Plus Bond ETF worth $832K as of Q2 2026.
Geneos Wealth Management bought 405 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $19K.
JPMorgan Core Plus Bond ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #588 holding.
Geneos Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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