Geneos Wealth Management Inc. J P Morgan Exchg Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 26,047 shares of JIRE stock, worth $1.92 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
26,047
Previous 25,352
2.74%
Holding current value
$1.92 Million
Previous $1.62 Million
14.12%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding JIRE
# of Institutions
246Shares Held
102MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.59 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$299 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$152 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$126 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$120 Million4.94% of portfolio