Geneos Wealth Management
JPEF icon

Geneos Wealth Management’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Geneos Wealth Management’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-151
Closed -$10.1K – 3105
2024
Q4 		$10.1K Buy
+151
New +$10.2K ﹤0.01% 2047

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Envestnet Asset Management
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BFA
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Stratos Wealth Partners
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Cetera Investment Advisers
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Geneos Wealth Management's JPEF Position: Q1 2025 in Review

Geneos Wealth Management sold out of JPMorgan Equity Focus ETF (JPEF) in Q1 2025, closing a stake of 151 shares — an estimated $10.1K sold.

Geneos Wealth Management first reported a position in JPEF in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 104 funds tracked by Wall St. Rank hold JPEF as of Q1 2025.

  • Geneos Wealth Management reported no remaining JPMorgan Equity Focus ETF position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 151 JPMorgan Equity Focus ETF shares in Q1 2025, an estimated $10.1K.
  • Geneos Wealth Management first reported a position in JPMorgan Equity Focus ETF in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's JPMorgan Equity Focus ETF position peaked at $10.1K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.