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 166 shares of JPIN stock, worth $8,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
166
Previous 167 0.6%
Holding current value
$8,998
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $10,054 - $10,780
-191 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$52.64 - $56.44 $1,052 - $1,128
-20 Reduced 9.48%
191 $10,000
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

About JP MORGAN DIVERSIFIED RETURN I


  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
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