Geneos Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 13,640 shares of JCPB stock, worth $646,263. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,640

Previous 10,519 29.67%

Holding current value

$646,263

Previous $495,000 30.91%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$46.37 - $47.77 $144,720 - $149,090	3,121 Added 29.67%	13,640 $648,000
Q2 2025 Aug 18, 2025	BUY	$45.9 - $47.2 $34,608 - $35,588	754 Added 7.72%	10,519 $495,000
Q1 2025 May 21, 2025	SELL	$45.56 - $47.23 $135,176 - $140,131	-2,967 Reduced 23.3%	9,765 $459,000
Q1 2025 May 07, 2025	BUY	$45.56 - $47.23 $253,769 - $263,071	5,570 Added 77.77%	12,732 $598,000
Q4 2024 Jan 21, 2025	BUY	$46.07 - $48.17 $72,191 - $75,482	1,567 Added 28.01%	7,162 $329,000

Q3 2024 Nov 14, 2024	SELL	$45.87 - $48.53 $1,880 - $1,989	-41 Reduced 0.73%	5,595 $269,000
Q2 2024 Jul 23, 2024	BUY	$45.27 - $46.67 $78,136 - $80,552	1,726 Added 44.14%	5,636 $261,000
Q1 2024 May 03, 2024	BUY	$46.0 - $47.18 $174,110 - $178,576	3,785 Added 3028.0%	3,910 $182,000
Q2 2023 Aug 08, 2023	BUY	$46.41 - $47.75 $5,801 - $5,968	125 New	125 $5,000

Others Institutions Holding JCPB

# of Institutions

418

Shares Held

148M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Geneos Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History