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 Q2	$160K	Hold	3,400	–	–	﹤0.01%	1070
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	Hold	3,000	–	–	﹤0.01%	1117
2025 Q1	$142K	Hold	3,000	–	–	﹤0.01%	1046
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 New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $440M AUM 26.51% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Geneos Wealth Management's JSCP Position: Q2 2026 in Review

Geneos Wealth Management held its JPMorgan Short Duration Core Plus ETF (JSCP) position steady in Q2 2026 at 3,400 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Geneos Wealth Management first reported a position in JSCP in Q4 2022 and has held it in 15 quarters since. The position peaked at $162K in Q3 2025. 123 funds tracked by Wall St. Rank hold JSCP as of Q2 2026.

Geneos Wealth Management held 3,400 shares of JPMorgan Short Duration Core Plus ETF worth $160K as of Q2 2026.
Geneos Wealth Management left its JPMorgan Short Duration Core Plus ETF share count unchanged in Q2 2026.
JPMorgan Short Duration Core Plus ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1070 holding.
Geneos Wealth Management first reported a position in JPMorgan Short Duration Core Plus ETF in Q4 2022 and has held it in 15 quarters since.
Geneos Wealth Management's JPMorgan Short Duration Core Plus ETF position peaked at $162K in Q3 2025.
123 funds tracked by Wall St. Rank held JPMorgan Short Duration Core Plus ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.