Morgan Stanley’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
Q2
$140K Sell
2,454
-895
-27% -$49.1K ﹤0.01% 6111
2026
Q1
$169K Sell
3,349
-5,042
-60% -$260K ﹤0.01% 5945
2025
Q4
$417K Sell
8,391
-50
-0.6% -$2.58K ﹤0.01% 5597
2025
Q3
$436K Buy
+8,441
New +$428K ﹤0.01% 5561

Other funds holding LVDS

Morgan Stanley's LVDS Position: Q2 2026 in Review

Morgan Stanley reduced its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 27% in Q2 2026, selling an estimated $49.1K and leaving 2,454 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #6111.

Morgan Stanley first reported a position in LVDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $436K in Q3 2025. 30 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

  • Morgan Stanley held 2,454 shares of JPMorgan Fundamental Data Science Large Value ETF worth $140K as of Q2 2026.
  • Morgan Stanley sold 895 JPMorgan Fundamental Data Science Large Value ETF shares in Q2 2026, an estimated $49.1K.
  • JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6111 holding.
  • Morgan Stanley first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Morgan Stanley's JPMorgan Fundamental Data Science Large Value ETF position peaked at $436K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.