Geneos Wealth Management
JPST icon

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
Q3 		$7.25M Sell
144,008
-669
-0.5% -$33.7K 0.14% 157
2026
Q2 		$7.32M Sell
144,677
-2,671
-2% -$135K 0.15% 157
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 Buy
125,132
+30,854
+33% +$1.56M 0.15% 164
2025
Q1 		$4.77M Buy
94,278
+4,608
+5% +$233K 0.16% 155
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 		$9.8M 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 		$10M 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

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Geneos Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.46% in Q3 2026, selling an estimated $33.7K and leaving 144,008 shares worth $7.25M. The position accounts for 0.14% of the portfolio, ranked #157.

Geneos Wealth Management first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $43.2M in Q1 2021. 819 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Geneos Wealth Management held 144,008 shares of JPMorgan Ultra-Short Income ETF worth $7.25M as of Q3 2026.
  • Geneos Wealth Management sold 669 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $33.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of Geneos Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Geneos Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • Geneos Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $43.2M in Q1 2021.
  • 819 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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