Geneos Wealth Management Inc. J P Morgan ETF Tr U S Value Fa Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,942 shares of JVAL stock, worth $88,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,942
Previous 2,118 8.31%
Holding current value
$88,225
Previous $87,000 8.05%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$40.87 - $45.28 $7,193 - $7,969
-176 Reduced 8.31%
1,942 $80,000
Q1 2025

May 07, 2025
BUY
$40.87 - $45.28 $7,193 - $7,969
176 Added 9.06%
2,118 $87,000
Q2 2024

Jul 23, 2024
BUY
$39.18 - $41.6 $1,841 - $1,955
47 Added 2.48%
1,942 $79,000
Q4 2023

Jan 26, 2024
SELL
$32.85 - $38.78 $3,285 - $3,878
-100 Reduced 5.01%
1,895 $73,000
Q3 2023

Oct 11, 2023
BUY
$34.34 - $37.32 $13,736 - $14,928
400 Added 25.08%
1,995 $69,000
Q2 2023

Aug 08, 2023
SELL
$32.82 - $35.77 $22,974 - $25,039
-700 Reduced 30.5%
1,595 $56,000
Q1 2023

Apr 25, 2023
BUY
$32.47 - $36.31 $13,702 - $15,322
422 Added 22.53%
2,295 $78,000
Q4 2022

Jan 30, 2023
BUY
$30.16 - $35.13 $2,895 - $3,372
96 Added 5.4%
1,873 $62,000
Q3 2022

Nov 14, 2022
SELL
$29.78 - $35.87 $1,369 - $1,650
-46 Reduced 2.52%
1,777 $52,000
Q2 2022

Jul 22, 2022
BUY
$31.36 - $37.18 $36,064 - $42,757
1,150 Added 170.88%
1,823 $58,000
Q1 2022

May 16, 2022
BUY
$35.16 - $38.97 $10,090 - $11,184
287 Added 74.35%
673 $24,000
Q3 2021

Nov 09, 2021
BUY
$35.01 - $37.34 $13,513 - $14,413
386 New
386 $13,000

Others Institutions Holding JVAL

# of Institutions
144
Shares Held
12.2M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

JVAL Quotes by TradingView
  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
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