Geneos Wealth Management Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,950 shares of JAVA stock, worth $185,702. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,950

Previous 4,057 27.29%

Holding current value

$185,702

Previous $257,000 27.24%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$61.9 - $66.89 $68,523 - $74,047	-1,107 Reduced 27.29%	2,950 $187,000
Q1 2025 May 07, 2025	BUY	$61.9 - $66.89 $90,497 - $97,793	1,462 Added 56.34%	4,057 $257,000
Q4 2024 Jan 21, 2025	BUY	$63.01 - $68.55 $9,640 - $10,488	153 Added 6.27%	2,595 $164,000
Q3 2024 Nov 14, 2024	BUY	$58.75 - $64.07 $13,277 - $14,479	226 Added 10.2%	2,442 $156,000
Q2 2024 Jul 23, 2024	BUY	$56.88 - $60.48 $35,891 - $38,162	631 Added 39.81%	2,216 $131,000
Q1 2024 May 03, 2024	BUY	$54.39 - $59.89 $86,208 - $94,925	1,585 New	1,585 $94,000

Others Institutions Holding JAVA

# of Institutions

225

Shares Held

50.5M

Call Options Held

10.4K

Put Options Held

1.4K

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Jp Morgan ETF Fd Tr Active Val Transaction History