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Campbell Deegan Wealth Management’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Campbell Deegan Wealth 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
Q1 		$230K Buy
4,704
+16
+0.3% +$808 0.18% 42
2025
Q4 		$230K Buy
4,688
+28
+0.6% +$1.35K 0.19% 41
2025
Q3 		$221K Buy
4,660
+22
+0.5% +$1.01K 0.2% 40
2025
Q2 		$205K Buy
+4,638
New +$191K 0.2% 44

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Campbell Deegan Wealth Management's JVAL Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.34% in Q1 2026, buying an estimated $808 and bringing the position to 4,704 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #42.

Campbell Deegan Wealth Management first reported a position in JVAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 153 funds tracked by Wall St. Rank hold JVAL as of Q1 2026.

  • Campbell Deegan Wealth Management held 4,704 shares of JPMorgan US Value Factor ETF worth $230K as of Q1 2026.
  • Campbell Deegan Wealth Management bought 16 JPMorgan US Value Factor ETF shares in Q1 2026, an estimated $808.
  • JPMorgan US Value Factor ETF made up 0.18% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Campbell Deegan Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Campbell Deegan Wealth Management's JPMorgan US Value Factor ETF position peaked at $230K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.