Windsor Capital Management, LLC JVAL — J P MORGAN EXCHANGE TRADED F

Ownership history in Windsor Capital Management, LLC  ·  1 quarter on record

AI Ownership Summary

Windsor Capital Management, LLC reported J P MORGAN EXCHANGE TRADED F (JVAL) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows JVAL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Windsor Capital Management, LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JVAL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Windsor Capital Management, LLC held JVAL — position size vs. price
% of Fund (quarterly)    JVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 3,872 — — 0.06% $224K 2026-10-13 $58.82

FAQ About Windsor Capital Management, LLC and JVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Windsor Capital Management, LLC reported owning JVAL?

Windsor Capital Management, LLC reported JVAL across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported JVAL position in Windsor Capital Management, LLC's portfolio?

The largest reported portfolio weight for JVAL was 0.06% in 2026 Q3.

What is the latest reported JVAL position on this page?

The most recent filing on this page is 2026 Q3, when Windsor Capital Management, LLC reported 3,872 shares, equal to 0.06% of portfolio, with an estimated market value of $224K.

What does the chart on this JVAL ownership page compare?

The chart compares Windsor Capital Management, LLC's quarterly JVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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