PSOAX
JPMorgan Small Cap Value A
Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Becca Balint VT | Spouse | Lincoln Financial - Brattleboro Retreat 403(b) ⇒ JPMorgan Small Cap Value A (PSOAX) MF | $15,001 - $50,000 | April 30, 2026 filing 10075825, p. 6 |
How the count is made: see Most held.