Geneos Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
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 60,433 shares of JPIE stock, worth $2.75 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
60,433
Previous 33,824
78.67%
Holding current value
$2.75 Million
Previous $1.54 Million
82.37%
% of portfolio
0.11%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
237Shares Held
35.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$224 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$85.4 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.4 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.4 Million0.01% of portfolio