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 $14.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
58,729
Previous 51,017 15.12%
Holding current value
$14.2 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
4,600
Shares Held
1.96B
Call Options Held
27.1M
Put Options Held
34.1M
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 $709B
  • 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
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