Geo Wealth Management, LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$0.0 - $46.48 $0 - $56,984	-1,226 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$0.0 - $46.48 $0 - $27,097	-583 Reduced 32.23%	1,226 $0
Q4 2023 Feb 13, 2024	SELL	$43.05 - $46.94 $10,504 - $11,453	-244 Reduced 11.89%	1,809 $84,000
Q3 2023 Nov 13, 2023	SELL	$44.16 - $46.37 $26,937 - $28,285	-610 Reduced 22.91%	2,053 $90,000
Q2 2023 Aug 10, 2023	SELL	$0.0 - $47.4 $0 - $6.78 Million	-143,074 Reduced 98.17%	2,663 $122,000

Q1 2023 May 12, 2023	BUY	$45.42 - $47.55 $871,019 - $911,866	19,177 Added 15.15%	145,737 $6.84 Million
Q4 2022 Feb 13, 2023	SELL	$44.53 - $47.09 $164,137 - $173,573	-3,686 Reduced 2.83%	126,560 $5.8 Million
Q3 2022 Nov 14, 2022	BUY	N/A	6,971 Added 5.65%	130,246 $5.93 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-7,943 Reduced 6.05%	123,275 $5.92 Million
Q1 2022 May 13, 2022	BUY	N/A	32,840 Added 33.38%	131,218 $6.63 Million
Q4 2021 Feb 14, 2022	BUY	N/A	2,151 Added 2.24%	98,378 $5.31 Million
Q3 2021 Nov 12, 2021	BUY	N/A	735 Added 0.77%	96,227 $5.22 Million
Q2 2021 Aug 17, 2021	BUY	N/A	6,129 Added 6.86%	95,492 $5.2 Million
Q1 2021 May 13, 2021	BUY	N/A	89,363 New	89,363 $2.4 Million

Others Institutions Holding JAGG

# of Institutions

90

Shares Held

27.3M

Call Options Held

0

Put Options Held

0

About JPMORGAN TR US AGGREGATE BOND

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