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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 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 $91,662. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,942
Previous 1,942 -0.0%
Holding current value
$91,662
Previous $80,000 6.25%
% 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
149
Shares Held
9.99M
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
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