Geneos Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.46M	Sell	147,348 -874	-0.6%	-$44.3K	0.17%	140
2025 Q4	$7.5M	Buy	148,222 +16,435	+12%	+$833K	0.18%	141
2025 Q3	$6.69M	Buy	131,787 +6,655	+5%	+$337K	0.17%	148
2025 Q2	$6.34M	Sell	125,132 -106,718	-46%	-$5.39M	0.15%	164
2025 Q1	$11.7M	Buy	231,850 +142,180	+159%	+$7.18M	0.17%	148
2024 Q4	$4.52M	Buy	89,670 +1,996	+2%	+$101K	0.16%	154
2024 Q3	$4.45M	Sell	87,674 -170	-0.2%	-$8.59K	0.17%	143
2024 Q2	$4.43M	Sell	87,844 -7,221	-8%	-$364K	0.2%	121
2024 Q1	$4.8M	Sell	95,065 -24,639	-21%	-$1.24M	0.22%	118
2023 Q4	$6.01M	Sell	119,704 -1,463	-1%	-$73.4K	0.3%	72
2023 Q3	$6.08M	Buy	121,167 +21,889	+22%	+$1.1M	0.31%	73
2023 Q2	$4.98M	Sell	99,278 -34,307	-26%	-$1.72M	0.26%	97
2023 Q1	$6.72M	Sell	133,585 -10,084	-7%	-$507K	0.41%	47
2022 Q4	$7.2M	Buy	143,669 +26,092	+22%	+$1.31M	0.44%	43
2022 Q3	$5.9M	Sell	117,577 -77,655	-40%	-$3.89M	0.41%	49
2022 Q2	$9.76M	Buy	195,232 +364	+0.2%	+$18.3K	0.48%	39
2022 Q1	$9.8M	Sell	194,868 -3,121	-2%	-$157K	0.42%	44
2021 Q4	$9.99M	Sell	197,989 -32,878	-14%	-$1.66M	0.38%	52
2021 Q3	$11.7M	Buy	230,867 +30,888	+15%	+$1.57M	0.45%	43
2021 Q2	$10.1M	Sell	199,979 -650,229	-76%	-$33M	0.4%	53
2021 Q1	$43.2M	Buy	850,208 +15,990	+2%	+$812K	1.21%	9
2020 Q4	$6.89M	Buy	834,218 +751,980	+914%	+$38.2M	0.28%	77
2020 Q3	$4.18M	Sell	82,238 -17,300	-17%	-$879K	0.22%	105
2020 Q2	$5.05M	Buy	99,538 +95,389	+2,299%	+$4.8M	0.28%	84
2020 Q1	$205K	Buy	4,149 +2,014	+94%	+$101K	0.01%	602
2019 Q4	$107K	Buy	+2,135	New	+$108K	0.01%	924
2019 Q2	–	Sell	-1,224	Closed	-$61K	–	2512
2019 Q1	$61K	Sell	1,224 -979	-44%	-$49.2K	﹤0.01%	1053
2018 Q4	$110K	Buy	+2,203	New	+$111K	0.01%	809

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.59% in Q1 2026, selling an estimated $44.3K and leaving 147,348 shares worth $7.46M. The position accounts for 0.17% of the portfolio, ranked #140.

Geneos Wealth Management first reported a position in JPST in Q4 2018 and has held it in 28 quarters since. The position peaked at $43.2M in Q1 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Geneos Wealth Management held 147,348 shares of JPMorgan Ultra-Short Income ETF worth $7.46M as of Q1 2026.
Geneos Wealth Management sold 874 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $44.3K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Geneos Wealth Management's portfolio in Q1 2026, its #140 holding.
Geneos Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 28 quarters since.
Geneos Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $43.2M in Q1 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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