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LVDS

JPMorgan Fundamental Data Science Large Value ETF

22 hedge funds and large institutions have $24.7M invested in JPMorgan Fundamental Data Science Large Value ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $22.4M → $24.7M (+$2.36M)

1.44% more ownership

Funds ownership: 24.67%26.11% (+1.4%)

0% more funds holding

Funds holding: 2222 (0)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.93M +$169K +3,266 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$4.95M +$1.73M +33,558 +52%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.88M -$10.5K -204 -0.2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.93M -$255K -4,929 -11%
Wells Fargo
5
Wells Fargo
California
$1.29M +$149K +2,895 +13%
TRCT
6
Tower Research Capital (TRC)
New York
$624K +$638K +12,349 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$396K -$57.8K -1,119 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$353K -$162K -3,132 -31%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$294K -$31.9K -618 -10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$262K -$31.5K -610 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$259K +$4.54K +88 +2%
Morgan Stanley
12
Morgan Stanley
New York
$169K -$260K -5,042 -60%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$97K -$4.49K -87 -4%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$82.9K +$84.8K +1,643 New
FFA
15
Founders Financial Alliance
North Carolina
$66.8K +$68.3K +1,322 New
HI
16
Harbour Investments
Wisconsin
$47.5K +$48.6K +941 New
AIC
17
Archer Investment Corporation
Indiana
$32.4K
SPIA
18
Steward Partners Investment Advisory
New York
$32.1K +$52 +1 +0.2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$18.4K +$2.58K +50 +16%
TCM
20
Triumph Capital Management
Colorado
$11.2K +$52 +1 +0.5%
NA
21
NewEdge Advisors
Louisiana
$8.53K
TFGT
22
TS Financial Group (TSFG)
Illinois
$6K
KAS
23
Kestra Advisory Services
Texas
-$21K -423 Closed
Bank of America
24
Bank of America
North Carolina
-$11.8K -238 Closed
UBS Group
25
UBS Group
Switzerland
-$4.32K -87 Closed