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 304,089 shares of JPIE stock, worth $14.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
304,089
Previous 243,851
24.7%
Holding current value
$14.1 Million
Previous $11.3 Million
24.94%
% of portfolio
0.37%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
382Shares Held
78.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio