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

Geo Wealth Management, LLC

$2.73 Billion
Q3 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 12,324 shares of JPIE stock, worth $565,548. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,324

Previous 12,611 2.28%

Holding current value

$565,548

Previous $573,000 0.35%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

254

Shares Held

38M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

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.

Account

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