Geo Wealth Management, LLC Jp Morgan Diversified Return Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$49.67 - $52.49 $1.29 Million - $1.37 Million	-26,011 Reduced 98.31%	446 $22,000
Q1 2023 May 12, 2023	BUY	$49.13 - $52.77 $137,957 - $148,178	2,808 Added 11.87%	26,457 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$44.98 - $50.79 $162,287 - $183,250	3,608 Added 18.0%	23,649 $1.17 Million
Q3 2022 Nov 14, 2022	SELL	$44.6 - $51.11 $91,251 - $104,571	-2,046 Reduced 9.26%	20,041 $894,000
Q2 2022 Aug 12, 2022	SELL	$49.0 - $57.04 $194,138 - $225,992	-3,962 Reduced 15.21%	22,087 $1.09 Million
Q1 2022 May 13, 2022	BUY	$52.06 - $59.22 $142,227 - $161,789	2,732 Added 11.72%	26,049 $1.45 Million
Q4 2021 Feb 14, 2022	BUY	$55.08 - $58.89 $218,116 - $233,204	3,960 Added 20.46%	23,317 $1.33 Million
Q3 2021 Nov 12, 2021	BUY	$57.08 - $60.7 $185,053 - $196,789	3,242 Added 20.12%	19,357 $1.11 Million
Q2 2021 Aug 17, 2021	SELL	$56.46 - $61.33 $313,409 - $340,442	-5,551 Reduced 25.62%	16,115 $955,000
Q1 2021 May 13, 2021	BUY	$54.39 - $58.37 $4,677 - $5,019	86 Added 0.4%	21,666 $1.23 Million
Q4 2020 Feb 12, 2021	SELL	$46.21 - $55.01 $37,430 - $44,558	-810 Reduced 3.62%	21,580 $1.19 Million
Q3 2020 Nov 13, 2020	SELL	$46.22 - $49.56 $105,104 - $112,699	-2,274 Reduced 9.22%	22,390 $1.05 Million
Q2 2020 Aug 14, 2020	SELL	$38.36 - $48.81 $947,108 - $1.21 Million	-24,690 Reduced 50.03%	24,664 $1.13 Million
Q1 2020 May 13, 2020	SELL	$36.19 - $58.24 $11,110 - $17,879	-307 Reduced 0.62%	49,354 $1.96 Million
Q4 2019 Feb 13, 2020	SELL	$51.7 - $57.01 $7.99 Million - $8.81 Million	-154,572 Reduced 75.68%	49,661 $2.83 Million
Q3 2019 Nov 14, 2019	BUY	$52.32 - $54.38 $10.1 Million - $10.5 Million	192,857 Added 1695.3%	204,233 $10.7 Million
Q2 2019 Aug 13, 2019	BUY	N/A	11,376 New	11,376 $633,000

Others Institutions Holding JPEM

# of Institutions

125

Shares Held

7.43M

Call Options Held

0

Put Options Held

0

About JP MORGAN DIVERSIFIED RETURN

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