FDCDDQ
JVAL icon

Federation des caisses Desjardins du Quebec’s JPMorgan US Value Factor ETF JVAL Stock Holding History

Federation des caisses Desjardins du Quebec’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 		$665K Sell
13,619
-213
-2% -$10.8K ﹤0.01% 1165
2025
Q4 		$679K Hold
13,832
– – ﹤0.01% 1161
2025
Q3 		$657K Sell
13,832
-1,448
-9% -$66.6K ﹤0.01% 1109
2025
Q2 		$676K Sell
15,280
-506,893
-97% -$20.9M ﹤0.01% 967
2025
Q1 		$21.6M Buy
522,173
+8,767
+2% +$382K 0.11% 152
2024
Q4 		$22.2M Sell
513,406
-23,576
-4% -$1.04M 0.11% 147
2024
Q3 		$23.4M Sell
536,982
-2,121
-0.4% -$89K 0.12% 141
2024
Q2 		$22M Sell
539,103
-15,620
-3% -$634K 0.12% 139
2024
Q1 		$23.1M Sell
554,723
-21,373
-4% -$843K 0.17% 132
2023
Q4 		$22.2M Buy
+576,096
New +$20.5M 0.21% 116

Other funds holding JVAL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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 $8.94B AUM 20.84% 1-Year Est. Return