Geneos Wealth Management Inc. Jpmorgan Diversified Return Us Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 $48,613. This represents 0.0% of its overall portfolio holdings.
Number of Shares
410Holding current value
$48,613% of portfolio
0.0%Shares
14 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
2.98MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.3 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$52.7 Million2.38% of portfolio
-
Modera Wealth Management, LLC320KShares$38 Million0.49% of portfolio
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Captrust Financial Advisors Raleigh, NC213KShares$25.3 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$25.1 Million0.0% of portfolio