LPL Financial’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History
Bought
Maintained
Sold
Other funds holding LVDS
TRCT
LPL Financial's LVDS Position: Q1 2026 in Review
LPL Financial increased its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 1.9% in Q1 2026, buying an estimated $169K and bringing the position to 176,940 shares worth $8.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.
LPL Financial first reported a position in LVDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.45M in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.
- LPL Financial held 176,940 shares of JPMorgan Fundamental Data Science Large Value ETF worth $8.93M as of Q1 2026.
- LPL Financial bought 3,266 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $169K.
- JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2084 holding.
- LPL Financial first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 3 quarters since.
- LPL Financial's JPMorgan Fundamental Data Science Large Value ETF position peaked at $9.45M in Q3 2025.
- 22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.