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 Q3	$242K	Sell	4,176 -50	-1%	-$2.94K	0.16%	85
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Anson Capital's JVAL Position: Q3 2026 in Review

Anson Capital reduced its JPMorgan US Value Factor ETF (JVAL) stake by 1.2% in Q3 2026, selling an estimated $2.94K and leaving 4,176 shares worth $242K. 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 6 quarters since. The position peaked at $248K in Q2 2026. 51 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Anson Capital held 4,176 shares of JPMorgan US Value Factor ETF worth $242K as of Q3 2026.
Anson Capital sold 50 JPMorgan US Value Factor ETF shares in Q3 2026, an estimated $2.94K.
JPMorgan US Value Factor ETF made up 0.16% of Anson Capital's portfolio in Q3 2026, its #85 holding.
Anson Capital first reported a position in JPMorgan US Value Factor ETF in Q1 2022 and has held it in 6 quarters since.
Anson Capital's JPMorgan US Value Factor ETF position peaked at $248K in Q2 2026.
51 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.