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JP Morgan Private Wealth Advisors’s The GEO Group GEO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-21,704
Closed -$162K – 2014
2021
Q3 		$162K Buy
21,704
+4
+0% +$29 ﹤0.01% 1883
2021
Q2 		$155K Hold
21,700
– – ﹤0.01% 1854
2021
Q1 		$168K Buy
+21,700
New +$178K ﹤0.01% 1704
2017
Q1 		– Sell
-9,212
Closed -$221K – 1345
2016
Q4 		$221K Sell
9,212
-21,265
-70% -$414K ﹤0.01% 1126
2016
Q3 		$483K Sell
30,477
-1,361
-4% -$25.7K ﹤0.01% 796
2016
Q2 		$725K Buy
31,838
+320
+1% +$7.06K 0.01% 669
2016
Q1 		$729K Buy
31,518
+14,973
+90% +$292K 0.01% 636
2015
Q4 		$319K Buy
16,545
+1,554
+10% +$31.1K ﹤0.01% 841
2015
Q3 		$297K Sell
14,991
-7,127
-32% -$157K ﹤0.01% 797
2015
Q2 		$504K Buy
22,118
+576
+3% +$14.8K 0.01% 670
2015
Q1 		$628K Buy
21,542
+2,459
+13% +$70.1K 0.01% 640
2014
Q4 		$513K Buy
19,083
+8,698
+84% +$227K 0.01% 698
2014
Q3 		$265K Buy
+10,385
New +$253K ﹤0.01% 885
2014
Q2 		– Sell
-14,967
Closed -$321K – 898
2014
Q1 		$321K Buy
+14,967
New +$324K 0.01% 704

Other funds holding GEO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GEO Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of The GEO Group (GEO) in Q4 2021, closing a stake of 21,704 shares — an estimated $162K sold.

JP Morgan Private Wealth Advisors first reported a position in GEO in Q1 2014 and held it in 14 quarters. The position peaked at $729K in Q1 2016. 202 funds tracked by Wall St. Rank hold GEO as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining The GEO Group position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 21,704 The GEO Group shares in Q4 2021, an estimated $162K.
  • JP Morgan Private Wealth Advisors first reported a position in The GEO Group in Q1 2014 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's The GEO Group position peaked at $729K in Q1 2016.
  • 202 funds tracked by Wall St. Rank held The GEO Group as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.