Geneos Wealth Management Inc. Jpmorgan Chase & CO Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 58,729 shares of JPM stock, worth $14.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
58,729
Previous 51,017 15.12%
Holding current value
$14.1 Million
Previous $10.3 Million 19.97%
% of portfolio
0.48%
Previous 0.46%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$194.9 - $224.8 $1.5 Million - $1.73 Million
7,712 Added 15.12%
58,729 $12.4 Million
Q2 2024

Jul 23, 2024
BUY
$180.08 - $204.79 $683,763 - $777,587
3,797 Added 8.04%
51,017 $10.3 Million
Q1 2024

May 03, 2024
SELL
$167.09 - $200.3 $30,911 - $37,055
-185 Reduced 0.39%
47,220 $9.46 Million
Q4 2023

Jan 26, 2024
SELL
$135.69 - $170.3 $681,299 - $855,076
-5,021 Reduced 9.58%
47,405 $8.06 Million
Q3 2023

Oct 11, 2023
BUY
$143.21 - $158.0 $205,506 - $226,730
1,435 Added 2.81%
52,426 $7.6 Million
Q2 2023

Aug 08, 2023
BUY
$127.47 - $145.44 $798,472 - $911,036
6,264 Added 14.0%
50,991 $7.42 Million
Q1 2023

Apr 25, 2023
SELL
$124.91 - $143.8 $1.26 Million - $1.45 Million
-10,067 Reduced 18.37%
44,727 $5.83 Million
Q4 2022

Jan 30, 2023
SELL
$101.96 - $137.84 $804,056 - $1.09 Million
-7,886 Reduced 12.58%
54,794 $7.35 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $508,548 - $2.96 Million
-24,532 Reduced 28.13%
62,680 $6.55 Million
Q2 2022

Jul 22, 2022
BUY
$112.61 - $135.91 $504,380 - $608,740
4,479 Added 5.41%
87,212 $9.82 Million
Q1 2022

May 16, 2022
SELL
$128.3 - $168.44 $500,370 - $656,916
-3,900 Reduced 4.5%
82,733 $11.3 Million
Q4 2021

Feb 09, 2022
SELL
$153.94 - $171.78 $489,375 - $546,088
-3,179 Reduced 3.54%
86,633 $13.7 Million
Q3 2021

Nov 09, 2021
BUY
$146.97 - $166.98 $597,433 - $678,773
4,065 Added 4.74%
89,812 $15 Million
Q2 2021

Jul 08, 2021
SELL
$147.37 - $166.44 $3.62 Million - $4.09 Million
-24,551 Reduced 22.26%
85,747 $13.4 Million
Q1 2021

Jun 17, 2021
SELL
$125.65 - $157.65 $132,937 - $166,793
-1,058 Reduced 0.95%
110,298 $17 Million
Q4 2020

May 19, 2021
BUY
$96.54 - $127.07 $2.46 Million - $3.23 Million
25,433 Added 29.6%
111,356 $14.2 Million
Q3 2020

Sep 07, 2021
BUY
$91.28 - $103.82 $184,203 - $209,508
2,018 Added 2.41%
85,923 $8.03 Million
Q2 2020

Sep 07, 2021
BUY
$84.03 - $113.45 $3.23 Million - $4.36 Million
38,441 Added 84.55%
83,905 $7.77 Million
Q1 2020

Sep 07, 2021
BUY
$79.03 - $141.09 $107,559 - $192,023
1,361 Added 3.09%
45,464 $4.14 Million
Q4 2019

Sep 07, 2021
BUY
$111.82 - $139.4 $123,449 - $153,897
1,104 Added 2.57%
44,103 $6.14 Million
Q3 2019

Sep 07, 2021
SELL
$104.8 - $120.23 $245,022 - $281,097
-2,338 Reduced 5.16%
42,999 $5.06 Million
Q2 2019

Sep 07, 2021
SELL
$104.64 - $116.12 $89,048 - $98,818
-851 Reduced 1.84%
45,337 $5.07 Million
Q1 2019

Sep 07, 2021
BUY
$97.11 - $107.19 $56,032 - $61,848
577 Added 1.27%
46,188 $4.68 Million
Q4 2018

Sep 07, 2021
BUY
$92.14 - $115.32 $92,324 - $115,550
1,002 Added 2.25%
45,611 $4.42 Million
Q3 2018

Sep 07, 2021
BUY
$103.61 - $118.63 $416,201 - $476,536
4,017 Added 9.9%
44,609 $5.03 Million
Q2 2018

Sep 07, 2021
SELL
$103.24 - $114.29 $95,187 - $105,375
-922 Reduced 2.22%
40,592 $4.23 Million
Q1 2018

Sep 07, 2021
SELL
$107.01 - $118.77 $303,052 - $336,356
-2,832 Reduced 6.39%
41,514 $4.57 Million
Q4 2017

Sep 07, 2021
BUY
$95.86 - $107.83 $467,988 - $526,426
4,882 Added 12.37%
44,346 $4.74 Million
Q3 2017

Sep 07, 2021
SELL
$88.42 - $95.51 $816,912 - $882,416
-9,239 Reduced 18.97%
39,464 $3.77 Million
Q2 2017

Sep 07, 2021
BUY
N/A
13,569 Added 38.62%
48,703 $4.45 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-294 Reduced 0.83%
35,134 $3.09 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-433 Reduced 1.21%
35,428 $3.06 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-207 Reduced 0.57%
35,861 $2.39 Million
Q2 2016

Sep 07, 2021
BUY
N/A
844 Added 2.4%
36,068 $2.21 Million
Q1 2016

Sep 07, 2021
BUY
N/A
35,224
35,224 $2.09 Million

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $702B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email