GENEOS WEALTH MANAGEMENT INC. – JPMorgan Chase & Co. Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$6.55M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -28.13% | -24.53K shares | -3.39M | $104.5 | 62.68K |
| Q2 2022 | share | Increase | +5.41% | 4.47K shares | -1.33M | $112.61 | 87.21K |
| Q1 2022 | share | Decrease | -4.50% | -3.9K shares | -2.44M | $136.32 | 82.73K |
| Q4 2021 | share | Decrease | -3.54% | -3.17K shares | -1.29M | $158.48 | 86.63K |
| Q3 2021 | share | Increase | +4.74% | 4.06K shares | 1.63M | $162.73 | 89.81K |
| Q2 2021 | share | Decrease | -22.26% | -24.55K shares | -3.58M | $153.74 | 85.74K |
| Q1 2021 | share | Decrease | -0.95% | -1.05K shares | 2.73M | $149.59 | 110.29K |
| Q4 2020 | share | Increase | +29.60% | 25.43K shares | 6.19M | $123.98 | 111.35K |
| Q3 2020 | share | Increase | +2.41% | 2.01K shares | 266K | $93.08 | 85.92K |
| Q2 2020 | share | Increase | +84.55% | 38.44K shares | 3.62M | $90.07 | 83.90K |
| Q1 2020 | share | Increase | +3.09% | 1.36K shares | -1.99M | $85.3 | 45.46K |
| Q4 2019 | share | Increase | +2.57% | 1.10K shares | 1.07M | $131.22 | 44.10K |
| Q3 2019 | share | Decrease | -5.16% | -2.33K shares | -10K | $109.9 | 42.99K |
| Q2 2019 | share | Decrease | -1.84% | -851 shares | 396K | $103.67 | 45.33K |
| Q1 2019 | share | Increase | +1.27% | 577 shares | 259K | $93.16 | 46.18K |
| Q4 2018 | share | Increase | +2.25% | 1.00K shares | -617K | $89.1 | 45.61K |
| Q3 2018 | share | Increase | +9.90% | 4.01K shares | 804K | $102.28 | 44.60K |
| Q2 2018 | share | Decrease | -2.22% | -922 shares | -336K | $93.95 | 40.59K |
| Q1 2018 | share | Decrease | -6.39% | -2.83K shares | -177K | $98.65 | 41.51K |
| Q4 2017 | share | Increase | +12.37% | 4.88K shares | 973K | $95.45 | 44.34K |
| Q3 2017 | share | Decrease | -18.97% | -9.23K shares | -682K | $84.75 | 39.46K |
| Q2 2017 | share | Increase | +38.62% | 13.56K shares | 1.36M | $80.67 | 48.70K |
| Q1 2017 | share | Decrease | -0.83% | -294 shares | 29K | $77.09 | 35.13K |
| Q4 2016 | share | Decrease | -1.21% | -433 shares | 670K | $75.31 | 35.42K |
| Q3 2016 | share | Decrease | -0.57% | -207 shares | 178K | $57.7 | 35.86K |
| Q2 2016 | share | Increase | +2.40% | 844 shares | 122K | $53.43 | 36.06K |
| Q1 2016 | share | Increase | 0.00% | 35.22K shares | 2.08M | $50.54 | 35.22K |