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 20,473 shares of JCPB stock, worth $989,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,473
Previous 20,356 0.57%
Holding current value
$989,664
Previous $949,000 0.11%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.