Geneos Wealth Management Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1764754 ENGLEWOOD, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$23,926,513

+$2,434,007 QoQ

Shares Held

73,096

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#899

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. JPM ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	73,096	$23,926,513
2	WFC	Wells Fargo & Company/Mn	56,979	$4,708,744
3	BAC	Bank Of America Corp /De/	27,385	$1,560,397
4	BNY	Bank of New York Mellon Corp	10,264	$1,484,277
5	RY	Royal Bank Of Canada	5,761	$1,192,354
6	C	Citigroup Inc	5,632	$788,254
7	HSBC	Hsbc Holdings PLC	5,304	$504,357
8	BMO	Bank Of Montreal /Can/	2,365	$417,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,926,513	73,096	+0.0%	Shares	Sole	2026-08-06
2026-03-31	$21,492,506	73,064	+2.4%	Shares	Sole	2026-05-05
2025-12-31	$22,985,241	71,334	-0.3%	Shares	Sole	2026-01-28
2025-09-30	$22,578,163	71,579	-14.0%	Shares	Sole	2025-10-22
2025-06-30	$24,117,033	83,188	+20.8%	Shares	Sole	2025-08-18
2025-03-31	$16,898,471	68,889	+18.8%	Shares	Sole	2025-05-08
2024-12-31	$13,901,502	57,993	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$12,383,596	58,729	+15.1%	Shares	Sole	2024-11-14
2024-06-30	$10,318,698	51,017	+8.0%	Shares	Sole	2024-07-23
2024-03-31	$9,458,166	47,220	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$8,063,590	47,405	-9.6%	Shares	Sole	2024-01-26
2023-09-30	$7,602,818	52,426	+2.8%	Shares	Sole	2023-10-11
2023-06-30	$7,416,131	50,991	+14.0%	Shares	Sole	2023-08-08
2023-03-31	$5,828,375	44,727	-18.4%	Shares	Sole	2023-04-25
2022-12-31	$7,347,875	54,794	-12.6%	Shares	Sole	2023-01-31
2022-09-30	$6,550,060	62,680	-28.1%	Shares	Sole	2022-11-14
2022-06-30	$9,820,943	87,212	+5.4%	Shares	Sole	2022-07-22
2022-03-31	$11,278,162	82,733	-4.5%	Shares	Sole	2022-05-16
2021-12-31	$13,718,335	86,633	-3.5%	Shares	Sole	2022-02-09
2021-09-30	$14,701,326	89,812	+4.7%	Shares	Sole	2021-11-09
2021-06-30	$13,337,088	85,747	-22.3%	Shares	Sole	2021-07-08
2021-03-31	$16,790,664	110,298	-1.0%	Shares	Sole	2021-06-17
2020-12-31	$14,150,006	111,356	+29.6%	Shares	Sole	2021-05-19
2020-09-30	$8,271,807	85,923	+2.4%	Shares	Sole	2021-09-07
2020-06-30	$7,892,104	83,905	+84.6%	Shares	Sole	2021-09-07
2020-03-31	$4,093,123	45,464	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.