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 233,664 shares of JEPI stock, worth $13.3 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
233,664
Previous 231,243
1.05%
Holding current value
$13.3 Million
Previous $13.8 Million
2.32%
% of portfolio
0.49%
Previous 0.53%
Shares
13 transactions
Others Institutions Holding JEPI
# of Institutions
1,327Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.77 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$826 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$435 Million0.08% of portfolio