Geo Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Geo Wealth Management, LLC holds 20,761 shares of JCPB stock, worth $972,860. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,761

Previous 22,227 6.6%

Holding current value

$972,860

Previous $1.07 Million 10.82%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$46.07 - $48.17 $67,538 - $70,617	-1,466 Reduced 6.6%	20,761 $956,000
Q3 2024 Nov 12, 2024	BUY	$45.87 - $48.53 $80,455 - $85,121	1,754 Added 8.57%	22,227 $1.07 Million
Q2 2024 Aug 12, 2024	BUY	$45.27 - $46.67 $5,296 - $5,460	117 Added 0.57%	20,473 $948,000
Q1 2024 May 15, 2024	SELL	$46.0 - $47.18 $936,376 - $960,396	-20,356 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$46.0 - $47.18 $464,784 - $476,706	-10,104 Reduced 33.17%	20,356 $949,000
Q4 2023 Feb 13, 2024	BUY	$43.49 - $47.47 $4,218 - $4,604	97 Added 0.32%	30,460 $1.43 Million
Q3 2023 Nov 13, 2023	SELL	$44.57 - $46.79 $133,754 - $140,416	-3,001 Reduced 8.99%	30,363 $1.36 Million
Q2 2023 Aug 10, 2023	BUY	$46.41 - $47.75 $1.55 Million - $1.59 Million	33,364 New	33,364 $1.55 Million

Others Institutions Holding JCPB

# of Institutions

336

Shares Held

91.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Geo Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History