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

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

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 10,422 shares of JPIE stock, worth $479,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,422

Previous 9,301 12.05%

Holding current value

$479,724

Previous $424,000 13.21%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$45.46 - $46.18 $50,960 - $51,767	1,121 Added 12.05%	10,422 $480,000
Q4 2024 Feb 13, 2025	SELL	$45.59 - $46.25 $137,818 - $139,813	-3,023 Reduced 24.53%	9,301 $424,000
Q3 2024 Nov 12, 2024	SELL	$45.17 - $46.39 $12,963 - $13,313	-287 Reduced 2.28%	12,324 $571,000
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

295

Shares Held

46.9M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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