Geo Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

A detailed history of Geo Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Geo Wealth Management, LLC holds 20,497 shares of JCPB stock, worth $971,147. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,497
Previous 23,667 13.39%
Holding current value
$971,147
Previous $1.11 Million 12.49%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$46.37 - $47.77 $146,992 - $151,430
-3,170 Reduced 13.39%
20,497 $974,000
Q2 2025

Aug 13, 2025
BUY
$45.9 - $47.2 $19,507 - $20,060
425 Added 1.83%
23,667 $1.11 Million
Q1 2025

May 09, 2025
BUY
$45.56 - $47.23 $113,034 - $117,177
2,481 Added 11.95%
23,242 $1.09 Million
Q4 2024

Feb 13, 2025
SELL
$46.07 - $48.17 $67,538 - $70,617
-1,466 Reduced 6.6%
20,761 $956,000
Q3 2024

Nov 12, 2024
BUY
$45.87 - $48.53 $80,455 - $85,121
1,754 Added 8.57%
22,227 $1.07 Million
Q2 2024

Aug 12, 2024
BUY
$45.27 - $46.67 $5,296 - $5,460
117 Added 0.57%
20,473 $948,000
Q1 2024

May 15, 2024
SELL
$46.0 - $47.18 $936,376 - $960,396
-20,356 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$46.0 - $47.18 $464,784 - $476,706
-10,104 Reduced 33.17%
20,356 $949,000
Q4 2023

Feb 13, 2024
BUY
$43.49 - $47.47 $4,218 - $4,604
97 Added 0.32%
30,460 $1.43 Million
Q3 2023

Nov 13, 2023
SELL
$44.57 - $46.79 $133,754 - $140,416
-3,001 Reduced 8.99%
30,363 $1.36 Million
Q2 2023

Aug 10, 2023
BUY
$46.41 - $47.75 $1.55 Million - $1.59 Million
33,364 New
33,364 $1.55 Million

Others Institutions Holding JCPB

# of Institutions
421
Shares Held
152M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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