JPM F Data S Large Value ETFLVDSETF
13F holders, Q1 2026 (March 31)22holders
4new positions
4sold out
$50.48avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding JPM F Data S Large Value ETF (LVDS) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($8.9M), Raymond James Financial Inc. ($5.0M) and HighTower Advisors, LLC ($4.9M).
- Company
- JPM F Data S Large Value ETF
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46654Q583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $821K |
| Exits | 4 | $48K |
All 13F filers, Q4 2025 → Q1 2026: 56,114 shares bought and 16,705 shares sold, net +39,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| LPL Financial LLC | 0.00% | Add +1.9% | 176,940 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +52.0% | 98,107 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 96,637 | $4.9M |
| Cetera Investment Advisers | 0.00% | Reduce -11.4% | 38,264 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +12.8% | 25,493 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 12,349 | $624K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.5% | 7,844 | $396K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.9% | 6,994 | $353K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.6% | 5,825 | $294K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.5% | 5,197 | $262K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 5,138 | $259K |
| Morgan Stanley | 0.00% | Reduce -60.1% | 3,349 | $169K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.3% | 1,955 | $97K |
| Fifth Third Bancorp | 0.00% | New | 1,643 | $83K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,322 | $67K |
| Harbour Investments, Inc. | 0.00% | New | 941 | $48K |
| Archer Investment Corp | 0.01% | No change | 642 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 635 | $32K |
| FMR LLC | 0.00% | Add +15.9% | 365 | $18K |
| Triumph Capital Management | 0.00% | Add +0.5% | 222 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 169 | $9K |
| Tsfg, LLC | 0.00% | No change | 124 | $6K |
"% 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.