Geneos Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,162 shares of JCPB stock, worth $332,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,162
Previous 5,595 28.01%
Holding current value
$332,245
Previous $269,000 22.3%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$46.07 - $48.17 $72,191 - $75,482
1,567 Added 28.01%
7,162 $329,000
Q3 2024

Nov 14, 2024
SELL
$45.87 - $48.53 $1,880 - $1,989
-41 Reduced 0.73%
5,595 $269,000
Q2 2024

Jul 23, 2024
BUY
$45.27 - $46.67 $78,136 - $80,552
1,726 Added 44.14%
5,636 $261,000
Q1 2024

May 03, 2024
BUY
$46.0 - $47.18 $174,110 - $178,576
3,785 Added 3028.0%
3,910 $182,000
Q2 2023

Aug 08, 2023
BUY
$46.41 - $47.75 $5,801 - $5,968
125 New
125 $5,000

Others Institutions Holding JCPB

# of Institutions
315
Shares Held
76.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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