Janney Montgomery Scott
LVDS

Janney Montgomery Scott’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Janney Montgomery Scott’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 		$262K Sell
5,197
-610
-11% -$31.5K ﹤0.01% 2484
2025
Q4 		$288K Buy
5,807
+8
+0.1% +$412 ﹤0.01% 2581
2025
Q3 		$300K Buy
+5,799
New +$294K ﹤0.01% 2502

Other funds holding LVDS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's LVDS Position: Q1 2026 in Review

Janney Montgomery Scott reduced its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 11% in Q1 2026, selling an estimated $31.5K and leaving 5,197 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Janney Montgomery Scott first reported a position in LVDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $300K in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

  • Janney Montgomery Scott held 5,197 shares of JPMorgan Fundamental Data Science Large Value ETF worth $262K as of Q1 2026.
  • Janney Montgomery Scott sold 610 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $31.5K.
  • JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2484 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's JPMorgan Fundamental Data Science Large Value ETF position peaked at $300K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.