Geneos Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Geneos Wealth Management Inc.

$3.85 Billion
Q4 2025

A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 105,857 shares of JEPQ stock, worth $6.12 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

105,857

Previous 86,130 22.9%

Holding current value

$6.12 Million

Previous $4.95 Million 23.54%

% of portfolio

0.16%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$56.33 - $59.22 $1.11 Million - $1.17 Million	19,727 Added 22.9%	105,857 $6.12 Million
Q3 2025 Oct 22, 2025	BUY	$53.81 - $57.52 $718,471 - $768,007	13,352 Added 18.35%	86,130 $4.95 Million
Q2 2025 Aug 18, 2025	BUY	$45.88 - $54.4 $1.4 Million - $1.66 Million	30,599 Added 72.55%	72,778 $3.96 Million
Q1 2025 May 21, 2025	SELL	$51.45 - $58.51 $1.55 Million - $1.76 Million	-30,048 Reduced 41.6%	42,179 $2.18 Million
Q1 2025 May 07, 2025	BUY	$51.45 - $58.51 $1.45 Million - $1.65 Million	28,274 Added 64.33%	72,227 $3.74 Million

Q4 2024 Jan 21, 2025	BUY	$53.94 - $58.15 $2.37 Million - $2.56 Million	43,953 New	43,953 $2.48 Million

Others Institutions Holding JEPQ

# of Institutions

935

Shares Held

179M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Geneos Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History