Geneos Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $97.2K | Buy |
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|
2025
Q2 | $85.9K | Sell |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $83.9K | Hold |
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|
2024
Q3 | $84.6K | Hold |
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|
2024
Q2 | $79.4K | Buy |
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|
2024
Q1 | $78.9K | Hold |
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|
2023
Q4 | $73.1K | Sell |
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|
2023
Q3 | $69.1K | Buy |
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|
2023
Q2 | $56.9K | Sell |
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|
2023
Q1 | $78.2K | Buy |
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|
2022
Q4 | $62.1K | Buy |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Buy |
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