Geo Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Geo Wealth Management, LLC holds 17,316 shares of JEPQ stock, worth $979,219. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,316
Previous 17,640 1.84%
Holding current value
$979,219
Previous $968,000 0.83%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Feb 13, 2025
SELL
$53.94 - $58.15 $17,476 - $18,840
-324 Reduced 1.84%
17,316 $976,000
Q3 2024

Nov 12, 2024
SELL
$49.7 - $56.11 $44,680 - $50,442
-899 Reduced 4.85%
17,640 $968,000
Q2 2024

Aug 12, 2024
SELL
$50.84 - $55.56 $26,284 - $28,724
-517 Reduced 2.71%
18,539 $1.03 Million
Q1 2024

May 15, 2024
SELL
$49.02 - $54.29 $934,125 - $1.03 Million
-19,056 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$49.02 - $54.29 $683,093 - $756,531
-13,935 Reduced 42.24%
19,056 $1.03 Million
Q4 2023

Feb 13, 2024
SELL
$45.1 - $50.32 $108,736 - $121,321
-2,411 Reduced 6.81%
32,991 $1.65 Million
Q3 2023

Nov 13, 2023
BUY
$46.47 - $49.43 $305,865 - $325,348
6,582 Added 22.84%
35,402 $1.66 Million
Q2 2023

Aug 10, 2023
BUY
$44.13 - $48.37 $655,330 - $718,294
14,850 Added 106.3%
28,820 $1.39 Million
Q1 2023

May 12, 2023
SELL
$40.25 - $45.09 $29,302 - $32,825
-728 Reduced 4.95%
13,970 $630,000
Q4 2022

Feb 13, 2023
SELL
$40.31 - $44.62 $364,362 - $403,320
-9,039 Reduced 38.08%
14,698 $600,000
Q3 2022

Nov 14, 2022
BUY
$41.65 - $49.9 $988,646 - $1.18 Million
23,737 New
23,737 $989,000

Others Institutions Holding JEPQ

# of Institutions
769
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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