Geneos Wealth Management Inc. Jp Morgan High Yield Research Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 725 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
725
Previous 525 38.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
N/A
200 Added 38.1%
725 $0
Q4 2024

Jan 21, 2025
BUY
N/A
150 Added 40.0%
525 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-16 Reduced 4.09%
375 $0
Q2 2024

Jul 23, 2024
SELL
N/A
-134 Reduced 25.52%
391 $0
Q1 2024

May 03, 2024
BUY
$0.0 - $46.09 $0 - $5,761
125 Added 31.25%
525 $0
Q4 2023

Jan 26, 2024
BUY
$42.77 - $46.47 $17,108 - $18,588
400 New
400 $18,000
Q1 2022

May 16, 2022
SELL
N/A
-1,168 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
N/A
-77 Reduced 6.18%
1,168 $60,000
Q3 2021

Nov 09, 2021
SELL
N/A
-441 Reduced 26.16%
1,245 $64,000
Q2 2021

Jul 08, 2021
BUY
N/A
398 Added 30.9%
1,686 $88,000
Q1 2021

Jun 17, 2021
SELL
N/A
-14 Reduced 1.08%
1,288 $66,000
Q4 2020

May 19, 2021
SELL
N/A
-154 Reduced 10.58%
1,302 $67,000
Q3 2020

Sep 07, 2021
BUY
N/A
55 Added 3.93%
1,456 $72,000
Q2 2020

Sep 07, 2021
SELL
N/A
-504 Reduced 26.46%
1,401 $68,000
Q1 2020

Sep 07, 2021
BUY
N/A
1,905 New
1,905 $82,000

Others Institutions Holding JPHY

# of Institutions
110
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

JPHY Quotes by TradingView
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