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Geneos Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Geneos Wealth Management’s Portfolio JPIB Stock Details JPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
28,687
+921
+3% +$44.3K 0.03% 467
2026
Q1 		$1.33M Buy
27,766
+5,417
+24% +$264K 0.03% 445
2025
Q4 		$1.09M Buy
22,349
+698
+3% +$34.1K 0.03% 482
2025
Q3 		$1.06M Buy
21,651
+1,217
+6% +$59.3K 0.03% 473
2025
Q2 		$994K Buy
20,434
+457
+2% +$21.9K 0.02% 534
2025
Q1 		$957K Buy
19,977
+323
+2% +$15.4K 0.03% 466
2024
Q4 		$929K Buy
19,654
+596
+3% +$28.5K 0.03% 435
2024
Q3 		$927K Sell
19,058
-754
-4% -$36.2K 0.04% 425
2024
Q2 		$934K Buy
19,812
+1,776
+10% +$83.7K 0.04% 374
2024
Q1 		$859K Buy
18,036
+1,657
+10% +$78.8K 0.04% 376
2023
Q4 		$783K Buy
16,379
+2,020
+14% +$93.1K 0.04% 369
2023
Q3 		$653K Sell
14,359
-916
-6% -$42.3K 0.03% 409
2023
Q2 		$712K Buy
15,275
+12,065
+376% +$568K 0.04% 387
2023
Q1 		$152K Buy
+3,210
New +$151K 0.01% 725
2022
Q3 		– Sell
-55
Closed -$2K – 2315
2022
Q2 		$2K Sell
55
-274
-83% -$12.8K ﹤0.01% 2395
2022
Q1 		$16K Buy
329
+274
+498% +$13.5K ﹤0.01% 1897
2021
Q4 		$2K Hold
55
– – ﹤0.01% 2583
2021
Q3 		$2K Hold
55
– – ﹤0.01% 2650
2021
Q2 		$2K Hold
55
– – ﹤0.01% 2665
2021
Q1 		$2K Hold
55
– – ﹤0.01% 2896
2020
Q4 		$2K Buy
+55
New +$2.81K ﹤0.01% 2701

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Geneos Wealth Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 3.3% in Q2 2026, buying an estimated $44.3K and bringing the position to 28,687 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #467.

Geneos Wealth Management first reported a position in JPIB in Q4 2020 and has held it in 21 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Geneos Wealth Management held 28,687 shares of JPMorgan International Bond Opportunities ETF worth $1.39M as of Q2 2026.
  • Geneos Wealth Management bought 921 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $44.3K.
  • JPMorgan International Bond Opportunities ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Geneos Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2020 and has held it in 21 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

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