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 Q3	$84.6K	Buy	1,646 +52	+3%	+$2.7K	﹤0.01%	1448
2026 Q2	$83.2K	Hold	1,594	–	–	﹤0.01%	1283
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	Buy	1,757 +548	+45%	+$28.4K	﹤0.01%	1286
2025 Q1	$62.9K	Hold	1,209	–	–	﹤0.01%	1365
2024 Q4	$62.3K	Buy	+1,209	New	+$62.5K	﹤0.01%	1236

Other funds holding JPLD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Geneos Wealth Management's JPLD Position: Q3 2026 in Review

Geneos Wealth Management increased its JPMorgan Limited Duration Bond ETF (JPLD) stake by 3.3% in Q3 2026, buying an estimated $2.7K and bringing the position to 1,646 shares worth $84.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Geneos Wealth Management first reported a position in JPLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $91.8K in Q2 2025. 108 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Geneos Wealth Management held 1,646 shares of JPMorgan Limited Duration Bond ETF worth $84.6K as of Q3 2026.
Geneos Wealth Management bought 52 JPMorgan Limited Duration Bond ETF shares in Q3 2026, an estimated $2.7K.
JPMorgan Limited Duration Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1448 holding.
Geneos Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $91.8K in Q2 2025.
108 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.