Steward Partners Investment Advisory’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
$36.3K Hold
635
﹤0.01% 3125
2026
Q1
$32.1K Buy
635
+1
+0.2% +$52 ﹤0.01% 3014
2025
Q4
$31.5K Buy
634
+37
+6% +$1.91K ﹤0.01% 2919
2025
Q3
$30.8K Buy
+597
New +$30.3K ﹤0.01% 2874

Other funds holding LVDS

Steward Partners Investment Advisory's LVDS Position: Q2 2026 in Review

Steward Partners Investment Advisory held its JPMorgan Fundamental Data Science Large Value ETF (LVDS) position steady in Q2 2026 at 635 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Steward Partners Investment Advisory first reported a position in LVDS in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold LVDS as of Q2 2026.

  • Steward Partners Investment Advisory held 635 shares of JPMorgan Fundamental Data Science Large Value ETF worth $36.3K as of Q2 2026.
  • Steward Partners Investment Advisory left its JPMorgan Fundamental Data Science Large Value ETF share count unchanged in Q2 2026.
  • JPMorgan Fundamental Data Science Large Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3125 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.