Focus Partners Wealth’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Buy
+3,633
New +$199K ﹤0.01% 2491
2025
Q4
– Sell
-6,493
Closed -$335K – 2803
2025
Q3
$335K Buy
+6,493
New +$330K ﹤0.01% 1793

Other funds holding LVDS

Focus Partners Wealth's LVDS Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q2 2026: 3,633 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2491 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in LVDS as recently as Q3 2025.

Focus Partners Wealth first reported a position in LVDS in Q3 2025 and has held it in 2 quarters since. The position peaked at $335K in Q3 2025. 29 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

  • Focus Partners Wealth held 3,633 shares of JPMorgan Fundamental Data Science Large Value ETF worth $208K as of Q2 2026.
  • JPMorgan Fundamental Data Science Large Value ETF was a new Focus Partners Wealth position in Q2 2026.
  • JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2491 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's JPMorgan Fundamental Data Science Large Value ETF position peaked at $335K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.