Geo Wealth Management, LLC Jpmorgan Tr. Diversified Retur Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,782 shares of JPME stock, worth $384,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,782

Previous 11,189 66.2%

Holding current value

$384,099

Previous $1.15 Million 66.84%

% of portfolio

0.02%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$97.76 - $107.35 $724,108 - $795,141	-7,407 Reduced 66.2%	3,782 $380,000
Q4 2024 Feb 13, 2025	SELL	$102.08 - $110.92 $56,960 - $61,893	-558 Reduced 4.75%	11,189 $1.15 Million
Q3 2024 Nov 12, 2024	BUY	$94.32 - $105.04 $657,599 - $732,338	6,972 Added 146.01%	11,747 $1.23 Million
Q2 2024 Aug 12, 2024	SELL	$92.68 - $98.71 $773,785 - $824,129	-8,349 Reduced 63.62%	4,775 $454,000
Q1 2024 May 15, 2024	SELL	$89.62 - $99.14 $254,251 - $281,260	-2,837 Reduced 17.77%	13,124 $1.3 Million
Q1 2024 May 15, 2024	SELL	$89.62 - $99.14 $1.18 Million - $1.3 Million	-13,124 Closed	0 $0
Q4 2023 Feb 13, 2024	SELL	$79.3 - $92.33 $989,981 - $1.15 Million	-12,484 Reduced 43.89%	15,961 $1.47 Million
Q3 2023 Nov 13, 2023	SELL	$83.14 - $91.18 $2.51 Million - $2.75 Million	-30,194 Reduced 51.49%	28,445 $2.38 Million
Q2 2023 Aug 10, 2023	SELL	$82.21 - $88.3 $8.32 Million - $8.93 Million	-101,159 Reduced 63.3%	58,639 $5.18 Million
Q1 2023 May 12, 2023	BUY	$81.5 - $91.5 $734,315 - $824,415	9,010 Added 5.98%	159,798 $13.7 Million
Q4 2022 Feb 13, 2023	BUY	$77.11 - $88.88 $278,983 - $321,567	3,618 Added 2.46%	150,788 $12.7 Million
Q3 2022 Nov 14, 2022	BUY	$76.41 - $91.43 $243,824 - $291,753	3,191 Added 2.22%	147,170 $11.2 Million
Q2 2022 Aug 12, 2022	BUY	$78.92 - $95.02 $139,214 - $167,615	1,764 Added 1.24%	143,979 $11.6 Million
Q1 2022 May 13, 2022	BUY	$87.14 - $95.75 $1.06 Million - $1.17 Million	12,181 Added 9.37%	142,215 $13.3 Million
Q4 2021 Feb 14, 2022	BUY	$88.09 - $95.51 $1.01 Million - $1.09 Million	11,427 Added 9.63%	130,034 $12.4 Million
Q3 2021 Nov 12, 2021	SELL	$85.29 - $92.14 $3.27 Million - $3.53 Million	-38,362 Reduced 24.44%	118,607 $10.4 Million
Q2 2021 Aug 17, 2021	BUY	$83.85 - $89.41 $1.16 Million - $1.23 Million	13,812 Added 9.65%	156,969 $13.8 Million
Q1 2021 May 13, 2021	BUY	$74.12 - $83.51 $965,561 - $1.09 Million	13,027 Added 10.01%	143,157 $11.9 Million
Q4 2020 Feb 12, 2021	BUY	$64.45 - $75.18 $222,868 - $259,972	3,458 Added 2.73%	130,130 $9.79 Million
Q3 2020 Nov 13, 2020	BUY	$59.62 - $67.11 $2.24 Million - $2.52 Million	37,514 Added 42.08%	126,672 $8.13 Million
Q2 2020 Aug 14, 2020	BUY	$47.01 - $66.06 $379,464 - $533,236	8,072 Added 9.95%	89,158 $5.38 Million
Q1 2020 May 13, 2020	BUY	$42.43 - $71.93 $239,177 - $405,469	5,637 Added 7.47%	81,086 $4.04 Million
Q4 2019 Feb 13, 2020	SELL	$64.46 - $70.9 $9.01 Million - $9.91 Million	-139,782 Reduced 64.95%	75,449 $5.33 Million
Q3 2019 Nov 14, 2019	BUY	$63.41 - $67.86 $12.8 Million - $13.7 Million	202,128 Added 1542.61%	215,231 $14.4 Million
Q2 2019 Aug 13, 2019	BUY	$62.56 - $66.91 $819,723 - $876,721	13,103 New	13,103 $871,000

Others Institutions Holding JPME

# of Institutions

Shares Held

2.96M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Geo Wealth Management, LLC Jpmorgan Tr. Diversified Retur Transaction History