A detailed history of Geo Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Geo Wealth Management, LLC holds 22,242 shares of JPM stock, worth $4.68 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,242
Previous 19,047 16.77%
Holding current value
$4.68 Million
Previous $3.82 Million 17.9%
% of portfolio
0.2%
Previous 0.15%

Shares

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

Aug 12, 2024

BUY
$180.08 - $204.79 $575,355 - $654,304
3,195 Added 16.77%
22,242 $4.5 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $3.18 Million - $3.81 Million
-19,046 Reduced 99.99%
1 $0
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $866,695 - $1.04 Million
5,187 Added 37.42%
19,047 $3.82 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $1.42 Million - $1.78 Million
10,473 Added 309.21%
13,860 $2.36 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $5,585 - $6,162
39 Added 1.16%
3,387 $491,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $131,676 - $150,239
1,033 Added 44.62%
3,348 $486,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $92,183 - $106,124
738 Added 46.8%
2,315 $302,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $160,790 - $217,373
1,577 New
1,577 $212,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $23,197 - $27,997
-206 Reduced 7.53%
2,528 $285,000
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $80,187 - $105,275
-625 Reduced 18.61%
2,734 $371,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $4,156 - $4,638
27 Added 0.81%
3,359 $532,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $48,941 - $55,604
-333 Reduced 9.09%
3,332 $545,000
Q2 2021

Aug 17, 2021

BUY
$147.37 - $166.44 $61,895 - $69,904
420 Added 12.94%
3,665 $569,000
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $340,260 - $426,916
2,708 Added 504.28%
3,245 $493,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $51,841 - $68,236
537 New
537 $69,000
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $668,012 - $832,775
-5,974 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $626,075 - $718,254
5,974 New
5,974 $703,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $617B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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