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 Q2	$297K	Sell	5,183 -14	-0.3%	-$768	﹤0.01%	2745
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Janney Montgomery Scott's LVDS Position: Q2 2026 in Review

Janney Montgomery Scott reduced its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 0.27% in Q2 2026, selling an estimated $768 and leaving 5,183 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Janney Montgomery Scott first reported a position in LVDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q3 2025. 30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

Janney Montgomery Scott held 5,183 shares of JPMorgan Fundamental Data Science Large Value ETF worth $297K as of Q2 2026.
Janney Montgomery Scott sold 14 JPMorgan Fundamental Data Science Large Value ETF shares in Q2 2026, an estimated $768.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2745 holding.
Janney Montgomery Scott first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 4 quarters since.
Janney Montgomery Scott's JPMorgan Fundamental Data Science Large Value ETF position peaked at $300K in Q3 2025.
30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.