Geo Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

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 33,102 shares of JPM stock, worth $8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

33,102

Previous 28,639 15.58%

Holding current value

$8 Million

Previous $6.04 Million 31.44%

% of portfolio

0.27%

Previous 0.22%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$205.18 - $250.29 $915,718 - $1.12 Million	4,463 Added 15.58%	33,102 $7.93 Million
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $1.25 Million - $1.44 Million	6,397 Added 28.76%	28,639 $6.04 Million
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

# of Institutions

5,077

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $709B
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 ...

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Geo Wealth Management, LLC Jpmorgan Chase & CO Transaction History