LPL Financial’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

LPL Financial’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	$10.4M	Buy	181,177 +4,237	+2%	+$232K	﹤0.01%	2110
2026 Q1	$8.93M	Buy	176,940 +3,266	+2%	+$169K	﹤0.01%	2084
2025 Q4	$8.63M	Sell	173,674 -9,318	-5%	-$480K	﹤0.01%	2060
2025 Q3	$9.45M	Buy	+182,992	New	+$9.29M	﹤0.01%	1920

Other funds holding LVDS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's LVDS Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 2.4% in Q2 2026, buying an estimated $232K and bringing the position to 181,177 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

LPL Financial first reported a position in LVDS in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

LPL Financial held 181,177 shares of JPMorgan Fundamental Data Science Large Value ETF worth $10.4M as of Q2 2026.
LPL Financial bought 4,237 JPMorgan Fundamental Data Science Large Value ETF shares in Q2 2026, an estimated $232K.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2110 holding.
LPL Financial first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.