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 Q3	$12.8M	Buy	219,685 +38,508	+21%	+$2.3M	﹤0.01%	1976
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

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

LPL Financial's LVDS Position: Q3 2026 in Review

LPL Financial increased its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 21% in Q3 2026, buying an estimated $2.3M and bringing the position to 219,685 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

LPL Financial first reported a position in LVDS in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold LVDS as of Q3 2026.

LPL Financial held 219,685 shares of JPMorgan Fundamental Data Science Large Value ETF worth $12.8M as of Q3 2026.
LPL Financial bought 38,508 JPMorgan Fundamental Data Science Large Value ETF shares in Q3 2026, an estimated $2.3M.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1976 holding.
LPL Financial first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.