SageView Advisory Group’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

SageView Advisory Group’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
2025 Q4	$10.7K	Buy	+216	New	+$11.1K	﹤0.01%	1691

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SageView Advisory Group's LVDS Position: Q4 2025 in Review

SageView Advisory Group opened a new position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q4 2025: 216 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings.

22 funds tracked by Wall St. Rank hold LVDS as of Q4 2025.

SageView Advisory Group held 216 shares of JPMorgan Fundamental Data Science Large Value ETF worth $10.7K as of Q4 2025.
JPMorgan Fundamental Data Science Large Value ETF was a new SageView Advisory Group position in Q4 2025.
JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1691 holding.
22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.