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

Raymond James 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 Q1	$4.95M	Buy	98,107 +33,558	+52%	+$1.73M	﹤0.01%	2596
2025 Q4	$3.21M	Sell	64,549 -508	-0.8%	-$26.2K	﹤0.01%	2877
2025 Q3	$3.36M	Buy	+65,057	New	+$3.3M	﹤0.01%	2767

Other funds holding LVDS

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's LVDS Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan Fundamental Data Science Large Value ETF (LVDS) stake by 52% in Q1 2026, buying an estimated $1.73M and bringing the position to 98,107 shares worth $4.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Raymond James Financial first reported a position in LVDS in Q3 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

Raymond James Financial held 98,107 shares of JPMorgan Fundamental Data Science Large Value ETF worth $4.95M as of Q1 2026.
Raymond James Financial bought 33,558 JPMorgan Fundamental Data Science Large Value ETF shares in Q1 2026, an estimated $1.73M.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2596 holding.
Raymond James Financial first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.