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Jpmorgan Actv Small Cap Valu shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Jpmorgan Actv Small Cap Valu (JPSV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Jpmorgan Actv Small Cap Valu

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Actv Small Cap Valu held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Actv Small Cap Valu by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2M 139k 58.67
2025-06-30 $7.1M 126k 56.32
2025-03-31 $3.1M 57k 55.39
2024-12-31 $2.7M 46k 58.45

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Jpmorgan Actv Small Cap Valu

Jpmorgan Chase & Co
Geneos Wealth Management
Citadel Advisors
Royal Bank of Canada
Advisor Group Holdings
UBS Group

View all funds holding Jpmorgan Actv Small Cap Valu