HighTower Advisors’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

HighTower Advisors’s Portfolio LVDS Stock Details LVDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.88M	Sell	96,637 -204	-0.2%	-$10.5K	0.01%	1209
2025 Q4	$4.81M	Sell	96,841 -63,162	-39%	-$3.25M	0.01%	1185
2025 Q3	$8.26M	Buy	+160,003	New	+$8.12M	0.01%	927

Other funds holding LVDS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors's LVDS Position: Q1 2026 in Review

HighTower Advisors reduced its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 0.21% in Q1 2026, selling an estimated $10.5K and leaving 96,637 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #1209.

HighTower Advisors first reported a position in LVDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.26M in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

HighTower Advisors held 96,637 shares of JPMorgan Fundamental Data Science Large Value ETF worth $4.88M as of Q1 2026.
HighTower Advisors sold 204 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $10.5K.
JPMorgan Fundamental Data Science Large Value ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1209 holding.
HighTower Advisors first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 3 quarters since.
HighTower Advisors's JPMorgan Fundamental Data Science Large Value ETF position peaked at $8.26M in Q3 2025.
22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.