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JPMorgan Fndm Data SCI L GRW (LGDS)

CUSIP: 46654Q450 | NYSE | 12 institutional holders

Quarters

Q3 2026
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Institutional Holders — Q3 2026

LPL Financial LLC506,750
0.0% of portfolio›$25.6M
Commonwealth Equity Services, LLC201,090
0.0% of portfolio›$10.2M
Kestra Private Wealth Services, LLC52,571
0.0% of portfolio›$2.7M
Washington Growth Strategies LLC50,875
1.4% of portfolio›$2.6M
Vestor Capital, LLC30,254
0.3% of portfolio›$5.6K
Cambridge Investment Research Advisors, Inc.20,954
0.0% of portfolio›$1.1K
Creative Planning14,839
0.0% of portfolio›$750.1K
Waterfront Wealth Inc.10,635
0.1% of portfolio›$522.1K
Rodgers & Associates, LTD6,694
0.0% of portfolio›$338.4K
Thurston, Springer, Miller, Herd & Titak, Inc.3,193
0.3% of portfolio›$161.4K
US Bancorp \de\1,328
0.0% of portfolio›$67.1K
Buck Wealth Strategies, LLC110
0.0% of portfolio›$5.6K
StyleTurnoverLocationFiled
LPL Financial LLC
506,750$25.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
201,090$10.2M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
52,571$2.7M0.0%GrowthLowAustin, TX2026-11-06
Washington Growth Strategies LLC
50,875$2.6M1.4%ETFVery LowWashington, DC2026-10-19
Vestor Capital, LLC
30,254$5.6K0.3%ValueMediumChicago, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
20,954$1.1K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
14,839$750.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Waterfront Wealth Inc.
10,635$522.1K0.1%ValueLowOverland Park, KS2026-11-03
Rodgers & Associates, LTD
6,694$338.4K0.0%ETFVery LowLancaster, PA2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
3,193$161.4K0.3%GrowthMediumIndianapolis, IN2026-10-14
US Bancorp \de\
1,328$67.1K0.0%IndexLowMinneapolis, MN2026-11-05
Buck Wealth Strategies, LLC
110$5.6K0.0%ValueMediumDenver, CO2026-10-28