Geo Wealth Management, LLC J P Morgan Diversified Return Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Geo Wealth Management, LLC holds 40 shares of JPSE stock, worth $2,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Holding current value
$2,034
% of portfolio
0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$43.03 - $48.28 $1,721 - $1,931
40 New
40 $1,000
Q1 2023

May 12, 2023
BUY
$37.92 - $43.54 $14,864 - $17,067
392 Added 3.08%
13,139 $524,000
Q4 2022

Feb 13, 2023
SELL
$36.1 - $41.8 $12,923 - $14,964
-358 Reduced 2.73%
12,747 $494,000
Q3 2022

Nov 14, 2022
BUY
$35.2 - $43.26 $12,566 - $15,443
357 Added 2.8%
13,105 $463,000
Q2 2022

Aug 12, 2022
SELL
$36.34 - $44.25 $20,895 - $25,443
-575 Reduced 4.32%
12,748 $479,000
Q1 2022

May 13, 2022
SELL
$40.95 - $46.65 $180,425 - $205,539
-4,406 Reduced 24.85%
13,323 $588,000
Q4 2021

Feb 14, 2022
BUY
$43.52 - $47.96 $175,255 - $193,134
4,027 Added 29.39%
17,729 $815,000
Q3 2021

Nov 12, 2021
SELL
$41.37 - $44.89 $429,792 - $466,362
-10,389 Reduced 43.12%
13,702 $596,000
Q2 2021

Aug 17, 2021
SELL
$41.67 - $45.21 $105,425 - $114,381
-2,530 Reduced 9.5%
24,091 $1.07 Million
Q1 2021

May 13, 2021
BUY
$35.88 - $44.5 $38,104 - $47,259
1,062 Added 4.16%
26,621 $1.13 Million
Q4 2020

Feb 12, 2021
SELL
$28.78 - $36.3 $2,676 - $3,375
-93 Reduced 0.36%
25,559 $917,000
Q3 2020

Nov 13, 2020
SELL
$26.25 - $30.34 $79,170 - $91,505
-3,016 Reduced 10.52%
25,652 $727,000
Q2 2020

Aug 14, 2020
SELL
$19.75 - $29.51 $1.69 Million - $2.53 Million
-85,788 Reduced 74.95%
28,668 $780,000
Q1 2020

May 13, 2020
SELL
$18.9 - $33.17 $68,966 - $121,037
-3,649 Reduced 3.09%
114,456 $2.47 Million
Q4 2019

Feb 13, 2020
SELL
$29.32 - $32.65 $7.19 Million - $8 Million
-245,073 Reduced 67.48%
118,105 $3.85 Million
Q3 2019

Nov 14, 2019
BUY
$28.92 - $31.34 $10 Million - $10.9 Million
346,388 Added 2063.06%
363,178 $11 Million
Q2 2019

Aug 13, 2019
BUY
$28.95 - $31.75 $486,070 - $533,082
16,790 New
16,790 $518,000

Others Institutions Holding JPSE

# of Institutions
97
Shares Held
8.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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  • Ticker JPSE
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