Geneos Wealth Management Inc. Jpmorgan Diversified Return Us Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 410 shares of JPUS stock, worth $50,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
410
Previous 410 -0.0%
Holding current value
$50,229
Previous $48,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$114.05 - $123.77 $46,760 - $50,745
410 New
410 $46,000
Q2 2021

Jul 08, 2021
SELL
$92.22 - $98.22 $9,498 - $10,116
-103 Closed
0 $0
Q1 2021

Jun 17, 2021
BUY
$82.76 - $91.73 $8,524 - $9,448
103 New
103 $9,000
Q4 2020

May 19, 2021
SELL
$73.3 - $83.94 $137,364 - $157,303
-1,874 Closed
0 $0
Q3 2020

Sep 07, 2021
SELL
$68.99 - $77.52 $23,111 - $25,969
-335 Reduced 15.17%
1,874 $136,000
Q2 2020

Sep 07, 2021
SELL
$55.84 - $75.47 $23,229 - $31,395
-416 Reduced 15.85%
2,209 $148,000
Q1 2020

Sep 07, 2021
SELL
$49.95 - $81.47 $408,441 - $666,180
-8,177 Reduced 75.7%
2,625 $153,000
Q4 2019

Sep 07, 2021
BUY
$73.54 - $80.24 $10,295 - $11,233
140 Added 1.31%
10,802 $860,000
Q3 2019

Sep 07, 2021
BUY
$75.53 - $76.66 $63,067 - $64,011
835 Added 8.5%
10,662 $805,000
Q2 2019

Sep 07, 2021
BUY
N/A
3,058 Added 45.18%
9,827 $735,000
Q1 2019

Sep 07, 2021
BUY
N/A
2,899 Added 74.91%
6,769 $495,000
Q4 2018

Sep 07, 2021
BUY
N/A
3,367 Added 669.38%
3,870 $249,000
Q3 2018

Sep 07, 2021
BUY
N/A
403 Added 403.0%
503 $37,000
Q4 2017

Sep 07, 2021
BUY
N/A
100
100 $7,000

Others Institutions Holding JPUS

# of Institutions
94
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN DIVERSIFIED RETURN US

JPUS Quotes by TradingView
  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
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