Geneos Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 72,778 shares of JEPQ stock, worth $4.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

72,778

Previous 42,179 72.55%

Holding current value

$4.1 Million

Previous $2.18 Million 81.27%

% of portfolio

0.1%

Previous 0.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$45.88 - $54.4 $1.4 Million - $1.66 Million	30,599 Added 72.55%	72,778 $3.96 Million
Q1 2025 May 21, 2025	SELL	$51.45 - $58.51 $1.55 Million - $1.76 Million	-30,048 Reduced 41.6%	42,179 $2.18 Million
Q1 2025 May 07, 2025	BUY	$51.45 - $58.51 $1.45 Million - $1.65 Million	28,274 Added 64.33%	72,227 $3.74 Million
Q4 2024 Jan 21, 2025	BUY	$53.94 - $58.15 $2.37 Million - $2.56 Million	43,953 New	43,953 $2.48 Million

Others Institutions Holding JEPQ

# of Institutions

855

Shares Held

250M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Geneos Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History