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

Windsor 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 Q3	$224K	Buy	+3,872	New	+$228K	0.06%	124

Other funds holding JVAL

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

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

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

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Windsor Capital Management's JVAL Position: Q3 2026 in Review

Windsor Capital Management opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q3 2026: 3,872 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #124 among its holdings.

18 funds tracked by Wall St. Rank hold JVAL as of Q3 2026.

Windsor Capital Management held 3,872 shares of JPMorgan US Value Factor ETF worth $224K as of Q3 2026.
JPMorgan US Value Factor ETF was a new Windsor Capital Management position in Q3 2026.
JPMorgan US Value Factor ETF made up 0.06% of Windsor Capital Management's portfolio in Q3 2026, its #124 holding.
18 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.