Geneos Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Geneos Wealth Management’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6M	Sell	229,432 -94,915	-29%	-$4.37M	0.22%	108
2026 Q1	$14.9M	Sell	324,347 -13,260	-4%	-$614K	0.35%	63
2025 Q4	$15.6M	Buy	337,607 +33,518	+11%	+$1.55M	0.38%	60
2025 Q3	$14.1M	Buy	304,089 +60,238	+25%	+$2.79M	0.36%	63
2025 Q2	$11.3M	Buy	243,851 +145,523	+148%	+$6.67M	0.28%	87
2025 Q1	$4.53M	Buy	98,328 +28,855	+42%	+$1.32M	0.15%	164
2024 Q4	$3.17M	Buy	69,473 +9,040	+15%	+$414K	0.11%	205
2024 Q3	$2.8M	Buy	60,433 +26,609	+79%	+$1.22M	0.11%	223
2024 Q2	$1.54M	Buy	33,824 +14,138	+72%	+$639K	0.07%	286
2024 Q1	$897K	Buy	+19,686	New	+$894K	0.04%	366

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Geneos Wealth Management reduced its JPMorgan Income ETF (JPIE) stake by 29% in Q2 2026, selling an estimated $4.37M and leaving 229,432 shares worth $10.6M. The position accounts for 0.22% of the portfolio, ranked #108.

Geneos Wealth Management first reported a position in JPIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.6M in Q4 2025. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Geneos Wealth Management held 229,432 shares of JPMorgan Income ETF worth $10.6M as of Q2 2026.
Geneos Wealth Management sold 94,915 JPMorgan Income ETF shares in Q2 2026, an estimated $4.37M.
JPMorgan Income ETF made up 0.22% of Geneos Wealth Management's portfolio in Q2 2026, its #108 holding.
Geneos Wealth Management first reported a position in JPMorgan Income ETF in Q1 2024 and has held it in 10 quarters since.
Geneos Wealth Management's JPMorgan Income ETF position peaked at $15.6M in Q4 2025.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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