JPM F Data S Large Value ETFLVDSETF
13F holders, Q4 2025 (December 31)22holders −1
4new positions
5sold out
$49.66avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding JPM F Data S Large Value ETF (LVDS) in their 13F filings, down 1 from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($8.6M), HighTower Advisors, LLC ($4.8M) and Raymond James Financial Inc. ($3.2M).
- Company
- JPM F Data S Large Value ETF
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46654Q583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $55K |
| Exits | 5 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 4,012 shares bought and 137,026 shares sold, net −133,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Reduce -5.1% | 173,674 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -39.5% | 96,841 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 64,549 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -17.0% | 43,193 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.3% | 22,598 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +39.5% | 10,126 | $503K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.3% | 8,963 | $445K |
| Morgan Stanley | 0.00% | Reduce -0.6% | 8,391 | $417K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.0% | 6,443 | $320K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 5,807 | $288K |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 5,050 | $251K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,042 | $101K |
| Archer Investment Corp | 0.01% | No change | 642 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.2% | 634 | $31K |
| Kestra Advisory Services, LLC | 0.00% | New | 423 | $21K |
| FMR LLC | 0.00% | Reduce -0.9% | 315 | $16K |
| Bank of America Corp. | 0.00% | New | 238 | $12K |
| Triumph Capital Management | 0.00% | New | 221 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 216 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 169 | $8K |
| Tsfg, LLC | 0.00% | No change | 124 | $6K |
| UBS Group AG | 0.00% | Reduce -77.5% | 87 | $4K |
"% 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.