JPM F Data S Large Value ETFLVDSETF

13F holders, Q2 2026 (June 30)
29holders +7
7new positions
0sold out
1famous investor
$57.20avg. 13F price*

At the end of Q2 2026, 29 institutions reported holding JPM F Data S Large Value ETF (LVDS) in their 13F filings, up 7 from Q1 2026. 7 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($10.4M), Raymond James Financial Inc. ($5.9M) and HighTower Advisors, LLC ($5.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPM F Data S Large Value ETF
Filed as
J P MORGAN EXCHANGE TRADED F (Q2 2026)
CUSIP
46654Q583
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q3 2025: 23Q3 2025Q4 2025: 22Q4 2025Q1 2026: 22Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$910K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 33,523 shares bought and 10,721 shares sold, net +22,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

LPL Financial LLC 0.00% Add +2.4% 181,177 $10.4M
Raymond James Financial Inc. 0.00% Add +4.9% 102,877 $5.9M
HighTower Advisors, LLC 0.01% Reduce -2.3% 94,420 $5.4M
Cetera Investment Advisers 0.00% Reduce -14.2% 32,837 $1.9M
Wells Fargo & Company 0.00% Reduce -4.9% 24,253 $1.4M
Tower Research Capital LLC (TRC) 0.02% Add +15.2% 14,222 $813K
Osaic Holdings, Inc. 0.00% Add +2.6% 7,176 $410K
Jones Financial Companies LLLP 0.00% Add +259.5% 7,028 $401K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.8% 6,916 $396K
Citadel Advisors 0.00% New 6,646 $380K
Commonwealth Equity Services, LLC 0.00% Add +0.2% 5,836 $334K
Royal Bank of Canada 0.00% Add +7.2% 5,510 $315K
Americana Partners, LLC 0.01% New 5,349 $306K
Janney Montgomery Scott LLC 0.00% Reduce -0.3% 5,183 $297K
Focus Partners Wealth 0.00% New 3,633 $208K
Morgan Stanley 0.00% Reduce -26.7% 2,454 $140K
Fifth Third Bancorp 0.00% No change 1,643 $94K
FMR LLC 0.00% Add +301.9% 1,467 $84K
Founders Financial Alliance, LLC 0.01% Add +0.1% 1,323 $76K
Harbour Investments, Inc. 0.00% No change 941 $54K
Archer Investment Corp 0.01% No change 642 $37K
Steward Partners Investment Advisory, LLC 0.00% No change 635 $36K
Triumph Capital Management 0.00% No change 222 $13K
Allworth Financial LP 0.00% New 193 $11K
NewEdge Advisors, LLC 0.00% No change 169 $10K
Tsfg, LLC 0.00% No change 124 $7K
IFG Advisory, LLC 0.00% New 30 $2K
Clearstead Advisors, LLC 0.00% New 28 $2K
Armor Investment Advisors, LLC 0.00% New 23 $1K

"% of holder's portfolio" is LVDS's weight in each manager's 13F, not the share of JPM F Data S Large Value ETF the manager owns.