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 874 shares of JPRE stock, worth $41,401. This represents 0.0% of its overall portfolio holdings.
Number of Shares
874
Previous 874
-0.0%
Holding current value
$41,401
Previous $41,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JPRE
# of Institutions
57Shares Held
7.89MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.22MShares$295 Million0.02% of portfolio
-
First Foundation Advisors Irvine, CA439KShares$20.8 Million0.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL160KShares$7.58 Million0.0% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH151KShares$7.17 Million4.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC125KShares$5.93 Million0.0% of portfolio