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 Q2	$277K	Buy	4,721 +17	+0.4%	+$936	0.2%	41
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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Affinity Wealth 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

Campbell Deegan Wealth Management's JVAL Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its JPMorgan US Value Factor ETF (JVAL) stake by 0.36% in Q2 2026, buying an estimated $936 and bringing the position to 4,721 shares worth $277K. The position accounts for 0.2% of the portfolio, ranked #41.

Campbell Deegan Wealth Management first reported a position in JVAL in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold JVAL as of Q2 2026.

Campbell Deegan Wealth Management held 4,721 shares of JPMorgan US Value Factor ETF worth $277K as of Q2 2026.
Campbell Deegan Wealth Management bought 17 JPMorgan US Value Factor ETF shares in Q2 2026, an estimated $936.
JPMorgan US Value Factor ETF made up 0.2% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #41 holding.
Campbell Deegan Wealth Management first reported a position in JPMorgan US Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held JPMorgan US Value Factor ETF as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.