NewEdge Advisors’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

NewEdge Advisors’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 Q1	$8.53K	Hold	169	–	–	﹤0.01%	3442
2025 Q4	$8.39K	Hold	169	–	–	﹤0.01%	3523
2025 Q3	$8.73K	Buy	+169	New	+$8.58K	﹤0.01%	3365

Other funds holding LVDS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewEdge Advisors's LVDS Position: Q1 2026 in Review

NewEdge Advisors held its JPMorgan Fundamental Data Science Large Value ETF (LVDS) position steady in Q1 2026 at 169 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

NewEdge Advisors first reported a position in LVDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.73K in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

NewEdge Advisors held 169 shares of JPMorgan Fundamental Data Science Large Value ETF worth $8.53K as of Q1 2026.
NewEdge Advisors left its JPMorgan Fundamental Data Science Large Value ETF share count unchanged in Q1 2026.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3442 holding.
NewEdge Advisors first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 3 quarters since.
NewEdge Advisors's JPMorgan Fundamental Data Science Large Value ETF position peaked at $8.73K in Q3 2025.
22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.