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

Geo Wealth Management, LLC

  • $2.2 Billion
  • Q2 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 12,611 shares of JPIE stock, worth $584,645. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,611
Previous 10,658 18.32%
Holding current value
$584,645
Previous $485,000 18.14%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 12, 2024
BUY
$44.81 - $45.47 $87,513 - $88,802
1,953 Added 18.32%
12,611 $573,000
Q1 2024

May 15, 2024
SELL
$45.21 - $45.87 $481,848 - $488,882
-10,658 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$45.21 - $45.87 $187,621 - $190,360
-4,150 Reduced 28.03%
10,658 $485,000
Q4 2023

Feb 13, 2024
BUY
$43.78 - $45.84 $38,613 - $40,430
882 Added 6.33%
14,808 $675,000
Q3 2023

Nov 13, 2023
BUY
$44.22 - $45.5 $156,848 - $161,388
3,547 Added 34.17%
13,926 $618,000
Q2 2023

Aug 10, 2023
BUY
$45.13 - $45.92 $468,404 - $476,603
10,379 New
10,379 $469,000

Others Institutions Holding JPIE

# of Institutions
203
Shares Held
26.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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