Geo Wealth Management, LLC Jpmorgan Tr. Diversified Retur Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
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 4,775 shares of JPME stock, worth $499,178. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,775
Previous 13,124
63.62%
Holding current value
$499,178
Previous $1.3 Million
65.1%
% of portfolio
0.02%
Previous 0.05%
Shares
22 transactions
Others Institutions Holding JPME
# of Institutions
81Shares Held
2.9MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY681KShares$71.2 Million0.17% of portfolio
-
Morgan Stanley New York, NY294KShares$30.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL291KShares$30.4 Million0.04% of portfolio
-
Goldstein Advisors, LLC Madison, WI234KShares$24.4 Million3.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$22.2 Million0.01% of portfolio