Geneos Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
20,434
-21,015
| -51% | -$1.02M | 0.02% | 534 |
|
|
2025
Q1 | $1.98M | Buy |
41,449
+21,795
| +111% | +$1.04M | 0.03% | 492 |
|
|
2024
Q4 | $929K | Buy |
19,654
+596
| +3% | +$28.2K | 0.03% | 435 |
|
|
2024
Q3 | $927K | Sell |
19,058
-754
| -4% | -$36.7K | 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% | +$78.9K | 0.04% | 376 |
|
|
2023
Q4 | $783K | Buy |
16,379
+2,020
| +14% | +$96.5K | 0.04% | 369 |
|
|
2023
Q3 | $653K | Sell |
14,359
-916
| -6% | -$41.7K | 0.03% | 409 |
|
|
2023
Q2 | $712K | Buy |
15,275
+12,065
| +376% | +$562K | 0.04% | 387 |
|
|
2023
Q1 | $152K | Buy |
+3,210
| New | +$152K | 0.01% | 725 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$2K | – | 2314 |
|
|
2022
Q2 | $2K | Sell |
55
-274
| -83% | -$9.96K | ﹤0.01% | 2394 |
|
|
2022
Q1 | $16K | Buy |
329
+274
| +498% | +$13.3K | ﹤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 | +$2K | ﹤0.01% | 2703 |
|