Anson Capital’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Anson Capital’s Portfolio JVAL Stock Details JVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Sell	4,226 -75	-2%	-$4.13K	0.16%	85
2026 Q1	$210K	Sell	4,301 -15	-0.3%	-$758	0.14%	86
2025 Q4	$212K	Hold	4,316	–	–	0.15%	82
2025 Q3	$205K	Buy	+4,316	New	+$199K	0.15%	77
2022 Q2	–	Sell	-5,492	Closed	-$203K	–	69
2022 Q1	$203K	Buy	+5,492	New	+$203K	0.19%	66

Other funds holding JVAL

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Affinity Wealth Canton, Ohio $186M AUM 22.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Anson Capital's JVAL Position: Q2 2026 in Review

Anson Capital reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.7% in Q2 2026, selling an estimated $4.13K and leaving 4,226 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #85.

Anson Capital first reported a position in JVAL in Q1 2022 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Anson Capital held 4,226 shares of JPMorgan US Value Factor ETF worth $248K as of Q2 2026.
Anson Capital sold 75 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $4.13K.
JPMorgan US Value Factor ETF made up 0.16% of Anson Capital's portfolio in Q2 2026, its #85 holding.
Anson Capital first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.