Geneos Wealth Management’s JPMorgan Short Duration Core Plus ETF JSCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$161K	Hold	3,400	–	–	﹤0.01%	1026
2025 Q4	$162K	Hold	3,400	–	–	﹤0.01%	992
2025 Q3	$162K	Buy	3,400 +400	+13%	+$19K	﹤0.01%	972
2025 Q2	$142K	Sell	3,000 -3,000	-50%	-$141K	﹤0.01%	1117
2025 Q1	$283K	Buy	6,000 +3,000	+100%	+$141K	﹤0.01%	1097
2024 Q4	$140K	Hold	3,000	–	–	﹤0.01%	957
2024 Q3	$143K	Hold	3,000	–	–	0.01%	863
2024 Q2	$139K	Hold	3,000	–	–	0.01%	792
2024 Q1	$140K	Hold	3,000	–	–	0.01%	784
2023 Q4	$140K	Hold	3,000	–	–	0.01%	759
2023 Q3	$136K	Hold	3,000	–	–	0.01%	784
2023 Q2	$137K	Hold	3,000	–	–	0.01%	784
2023 Q1	$139K	Hold	3,000	–	–	0.01%	746
2022 Q4	$137K	Buy	+3,000	New	+$136K	0.01%	747

Other funds holding JSCP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

Roberts Wealth Advisors Palo Alto, California $394M AUM 21.35% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

5th Street Advisors Southport, Connecticut $231M AUM 17.38% 1-Year Est. Return