Geneos Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
3,564
-3,443
| -49% | -$226K | 0.01% | 938 |
|
|
2025
Q1 | $445K | Buy |
7,007
+4,412
| +170% | +$280K | 0.01% | 932 |
|
|
2024
Q4 | $164K | Buy |
2,595
+153
| +6% | +$9.69K | 0.01% | 907 |
|
|
2024
Q3 | $156K | Buy |
2,442
+226
| +10% | +$14.5K | 0.01% | 842 |
|
|
2024
Q2 | $131K | Buy |
2,216
+631
| +40% | +$37.4K | 0.01% | 802 |
|
|
2024
Q1 | $94.9K | Buy |
+1,585
| New | +$94.9K | ﹤0.01% | 865 |
|