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

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 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 5,595 shares of JCPB stock, worth $259,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,595
Previous 5,636 0.73%
Holding current value
$259,775
Previous $261,000 3.07%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
300
Shares Held
73.5M
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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email