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

Howard Capital Management’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	$631K	Hold	10,763	–	–	0.01%	296
2026 Q1	$526K	Hold	10,763	–	–	0.01%	222
2025 Q4	$528K	Hold	10,763	–	–	0.01%	303
2025 Q3	$511K	Hold	10,763	–	–	0.01%	300
2025 Q2	$476K	Hold	10,763	–	–	0.01%	299
2025 Q1	$446K	Buy	+10,763	New	+$469K	0.01%	271

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

AWL

AFFINITY WEALTH LLC 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

Howard Capital Management's JVAL Position: Q2 2026 in Review

Howard Capital Management held its JPMorgan US Value Factor ETF (JVAL) position steady in Q2 2026 at 10,763 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #296.

Howard Capital Management first reported a position in JVAL in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Howard Capital Management held 10,763 shares of JPMorgan US Value Factor ETF worth $631K as of Q2 2026.
Howard Capital Management left its JPMorgan US Value Factor ETF share count unchanged in Q2 2026.
JPMorgan US Value Factor ETF made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #296 holding.
Howard Capital Management first reported a position in JPMorgan US Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.