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Geneos Wealth Management’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History

Geneos Wealth Management’s Portfolio JCPI Stock Details JCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.16K Hold
66
– – ﹤0.01% 2269
2026
Q1 		$3.19K Hold
66
– – ﹤0.01% 2242
2025
Q4 		$3.18K Buy
+66
New +$3.21K ﹤0.01% 2243

Other funds holding JCPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Geneos Wealth Management held its JPMorgan Inflation Managed Bond ETF (JCPI) position steady in Q2 2026 at 66 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Geneos Wealth Management first reported a position in JCPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.19K in Q1 2026. 56 funds tracked by Wall St. Rank hold JCPI as of Q2 2026.

  • Geneos Wealth Management held 66 shares of JPMorgan Inflation Managed Bond ETF worth $3.16K as of Q2 2026.
  • Geneos Wealth Management left its JPMorgan Inflation Managed Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Inflation Managed Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2269 holding.
  • Geneos Wealth Management first reported a position in JPMorgan Inflation Managed Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's JPMorgan Inflation Managed Bond ETF position peaked at $3.19K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held JPMorgan Inflation Managed Bond ETF as of Q2 2026.

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