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 69,473 shares of JPIE stock, worth $3.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

69,473

Previous 60,433 14.96%

Holding current value

$3.2 Million

Previous $2.8 Million 13.06%

% of portfolio

0.11%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$45.59 - $46.25 $412,133 - $418,100	9,040 Added 14.96%	69,473 $3.17 Million
Q3 2024 Nov 14, 2024	BUY	$45.17 - $46.39 $1.2 Million - $1.23 Million	26,609 Added 78.67%	60,433 $2.8 Million
Q2 2024 Jul 23, 2024	BUY	$44.81 - $45.47 $633,523 - $642,854	14,138 Added 71.82%	33,824 $1.54 Million
Q1 2024 May 03, 2024	BUY	$45.21 - $45.87 $890,004 - $902,996	19,686 New	19,686 $896,000

Others Institutions Holding JPIE

# of Institutions

251

Shares Held

37.5M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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