Kestra Advisory Services’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
Q1
Sell
-423
Closed -$21K 4596
2025
Q4
$21K Buy
+423
New +$21.8K ﹤0.01% 4487

Other funds holding LVDS

Kestra Advisory Services's LVDS Position: Q1 2026 in Review

Kestra Advisory Services sold out of JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q1 2026, closing a stake of 423 shares — an estimated $21K sold.

Kestra Advisory Services first reported a position in LVDS in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

  • Kestra Advisory Services reported no remaining JPMorgan Fundamental Data Science Large Value ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 423 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $21K.
  • Kestra Advisory Services first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's JPMorgan Fundamental Data Science Large Value ETF position peaked at $21K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.