Geneos Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83.2K	Hold	1,594	–	–	﹤0.01%	1234
2025 Q4	$83.4K	Hold	1,594	–	–	﹤0.01%	1211
2025 Q3	$83.7K	Sell	1,594 -163	-9%	-$8.52K	﹤0.01%	1180
2025 Q2	$91.8K	Sell	1,757 -661	-27%	-$34.2K	﹤0.01%	1286
2025 Q1	$126K	Buy	2,418 +1,209	+100%	+$62.6K	﹤0.01%	1441
2024 Q4	$62.3K	Buy	+1,209	New	+$62.5K	﹤0.01%	1236

Other funds holding JPLD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's JPLD Position: Q1 2026 in Review

Geneos Wealth Management held its JPMorgan Limited Duration Bond ETF (JPLD) position steady in Q1 2026 at 1,594 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Geneos Wealth Management first reported a position in JPLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $126K in Q1 2025. 145 funds tracked by Wall St. Rank hold JPLD as of Q1 2026.

Geneos Wealth Management held 1,594 shares of JPMorgan Limited Duration Bond ETF worth $83.2K as of Q1 2026.
Geneos Wealth Management left its JPMorgan Limited Duration Bond ETF share count unchanged in Q1 2026.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1234 holding.
Geneos Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 6 quarters since.
Geneos Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $126K in Q1 2025.
145 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.