Geo Wealth Management, LLC Jp Morgan Diversified Return I Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Geo Wealth Management, LLC holds 78 shares of JPIN stock, worth $4,864. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 223 65.02%

Holding current value

$4,864

Previous $11,000 63.64%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$52.75 - $58.91 $7,648 - $8,541	-145 Reduced 65.02%	78 $4,000
Q4 2024 Feb 13, 2025	BUY	$53.56 - $59.9 $3,052 - $3,414	57 Added 34.34%	223 $11,000
Q3 2024 Nov 12, 2024	SELL	$54.1 - $60.82 $54 - $60	-1 Reduced 0.6%	166 $9,000
Q2 2024 Aug 12, 2024	SELL	$53.9 - $57.66 $1,293 - $1,383	-24 Reduced 12.57%	167 $9,000
Q1 2024 May 15, 2024	SELL	$52.64 - $56.44 $1,052 - $1,128	-20 Reduced 9.48%	191 $10,000
Q1 2024 May 15, 2024	SELL	$52.64 - $56.44 $10,054 - $10,780	-191 Closed	0 $0
Q4 2023 Feb 13, 2024	SELL	$48.36 - $54.84 $22,487 - $25,500	-465 Reduced 68.79%	211 $11,000
Q3 2023 Nov 13, 2023	SELL	$50.43 - $54.11 $292,847 - $314,216	-5,807 Reduced 89.57%	676 $34,000
Q2 2023 Aug 10, 2023	SELL	$51.16 - $54.21 $3.19 Million - $3.38 Million	-62,390 Reduced 90.59%	6,483 $336,000
Q1 2023 May 12, 2023	SELL	$49.3 - $53.28 $1.83 Million - $1.97 Million	-37,021 Reduced 34.96%	68,873 $3.6 Million
Q4 2022 Feb 13, 2023	SELL	$42.35 - $50.7 $1.51 Million - $1.8 Million	-35,542 Reduced 25.13%	105,894 $5.22 Million
Q3 2022 Nov 14, 2022	SELL	$42.55 - $51.46 $4.78 Million - $5.78 Million	-112,389 Reduced 44.28%	141,436 $6.05 Million
Q2 2022 Aug 12, 2022	BUY	$48.25 - $57.14 $570,459 - $675,566	11,823 Added 4.89%	253,825 $12.4 Million
Q1 2022 May 13, 2022	BUY	$53.48 - $60.03 $1.65 Million - $1.85 Million	30,783 Added 14.57%	242,002 $13.7 Million
Q4 2021 Feb 14, 2022	BUY	$58.11 - $61.62 $1.3 Million - $1.37 Million	22,302 Added 11.81%	211,219 $12.5 Million
Q3 2021 Nov 12, 2021	SELL	$60.31 - $64.02 $2.18 Million - $2.31 Million	-36,130 Reduced 16.05%	188,917 $11.4 Million
Q2 2021 Aug 17, 2021	BUY	$61.55 - $64.56 $1.12 Million - $1.18 Million	18,251 Added 8.83%	225,047 $14.1 Million
Q1 2021 May 13, 2021	SELL	$58.26 - $61.7 $675,524 - $715,411	-11,595 Reduced 5.31%	206,796 $12.6 Million
Q4 2020 Feb 12, 2021	BUY	$49.86 - $58.47 $1.05 Million - $1.23 Million	21,066 Added 10.68%	218,391 $12.7 Million
Q3 2020 Nov 13, 2020	BUY	$49.59 - $53.56 $3.58 Million - $3.87 Million	72,184 Added 57.68%	197,325 $10.2 Million
Q2 2020 Aug 14, 2020	BUY	$41.38 - $52.51 $748,936 - $950,378	18,099 Added 16.91%	125,141 $6.18 Million
Q1 2020 May 13, 2020	SELL	$37.71 - $57.78 $595,931 - $913,097	-15,803 Reduced 12.86%	107,042 $4.63 Million
Q4 2019 Feb 13, 2020	SELL	$51.93 - $57.61 $15 Million - $16.7 Million	-289,326 Reduced 70.2%	122,845 $7.01 Million
Q3 2019 Nov 14, 2019	BUY	$52.99 - $54.15 $20.6 Million - $21.1 Million	389,347 Added 1705.87%	412,171 $21.9 Million
Q2 2019 Aug 13, 2019	BUY	N/A	22,824 New	22,824 $1.24 Million

Others Institutions Holding JPIN

# of Institutions

107

Shares Held

4.27M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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Geo Wealth Management, LLC Jp Morgan Diversified Return I Transaction History