Geo Wealth Management, LLC Jp Morgan High Yield Research Transaction History

Geo Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

A detailed history of Geo Wealth Management, LLC transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,643 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,643
Previous 8,471 37.45%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
N/A
3,172 Added 37.45%
11,643 $0
Q1 2024

May 15, 2024
SELL
$0.0 - $46.09 $0 - $390,428
-8,471 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$0.0 - $46.09 $0 - $138,085
-2,996 Reduced 26.13%
8,471 $0
Q4 2023

Feb 13, 2024
BUY
$42.77 - $46.47 $103,118 - $112,039
2,411 Added 26.62%
11,467 $526,000
Q3 2023

Nov 13, 2023
BUY
$43.75 - $44.94 $396,200 - $406,976
9,056 New
9,056 $397,000
Q1 2023

May 12, 2023
SELL
$43.5 - $45.93 $177,523 - $187,440
-4,081 Reduced 18.53%
17,946 $807,000
Q4 2022

Feb 13, 2023
BUY
$42.82 - $45.24 $30,230 - $31,939
706 Added 3.31%
22,027 $965,000
Q3 2022

Nov 14, 2022
BUY
N/A
401 Added 1.92%
21,321 $905,000
Q2 2022

Aug 12, 2022
SELL
N/A
-5,934 Reduced 22.1%
20,920 $913,000
Q1 2022

May 13, 2022
BUY
N/A
1,447 Added 5.7%
26,854 $1.31 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-10,162 Reduced 28.57%
25,407 $1.31 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-9,824 Reduced 21.64%
35,569 $1.85 Million
Q2 2021

Aug 17, 2021
BUY
N/A
45,393 New
45,393 $2.37 Million
Q1 2021

May 13, 2021
SELL
N/A
-40,965 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
N/A
-234 Reduced 0.57%
40,965 $2.13 Million
Q3 2020

Nov 13, 2020
BUY
N/A
16,078 Added 64.0%
41,199 $2.06 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-4,313 Reduced 14.65%
25,121 $1.22 Million
Q1 2020

May 13, 2020
BUY
N/A
18,714 Added 174.57%
29,434 $1.3 Million
Q4 2019

Feb 13, 2020
SELL
N/A
-74,156 Reduced 87.37%
10,720 $555,000
Q3 2019

Nov 14, 2019
BUY
N/A
80,457 Added 1820.71%
84,876 $4.36 Million
Q2 2019

Aug 13, 2019
BUY
N/A
4,419 New
4,419 $226,000

Others Institutions Holding JPHY

# of Institutions
106
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

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