Geneos Wealth Management Inc. Jpmorgan Diversified Return Us Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	SELL	$92.22 - $98.22 $9,498 - $10,116	-103 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$82.76 - $91.73 $8,524 - $9,448	103 New	103 $9,000
Q4 2020 May 19, 2021	SELL	$73.3 - $83.94 $137,364 - $157,303	-1,874 Closed	0 $0
Q3 2020 Sep 07, 2021	SELL	$68.99 - $77.52 $23,111 - $25,969	-335 Reduced 15.17%	1,874 $136,000
Q2 2020 Sep 07, 2021	SELL	$55.84 - $75.47 $23,229 - $31,395	-416 Reduced 15.85%	2,209 $148,000
Q1 2020 Sep 07, 2021	SELL	$49.95 - $81.47 $408,441 - $666,180	-8,177 Reduced 75.7%	2,625 $153,000
Q4 2019 Sep 07, 2021	BUY	$73.54 - $80.24 $10,295 - $11,233	140 Added 1.31%	10,802 $860,000
Q3 2019 Sep 07, 2021	BUY	$75.53 - $76.66 $63,067 - $64,011	835 Added 8.5%	10,662 $805,000
Q2 2019 Sep 07, 2021	BUY	N/A	3,058 Added 45.18%	9,827 $735,000
Q1 2019 Sep 07, 2021	BUY	N/A	2,899 Added 74.91%	6,769 $495,000
Q4 2018 Sep 07, 2021	BUY	N/A	3,367 Added 669.38%	3,870 $249,000
Q3 2018 Sep 07, 2021	BUY	N/A	403 Added 403.0%	503 $37,000
Q4 2017 Sep 07, 2021	BUY	N/A	100	100 $7,000

Others Institutions Holding JPUS

# of Institutions

86

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

About JPMORGAN DIVERSIFIED RETURN US

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