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JPM F Data S Large Value ETF (LVDS)

CUSIP: 46654Q583 | NYSE | 36 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC219,685
0.0% of portfolio›$12.8M
HighTower Advisors, LLC78,296
0.0% of portfolio›$4.6M
Independence Asset Advisors, LLC16,464
0.2% of portfolio›$962.1K
Commonwealth Equity Services, LLC13,474
0.0% of portfolio›$787.4K
Cambridge Investment Research Advisors, Inc.6,902
0.0% of portfolio›$403.0K
Americana Partners, LLC5,367
0.0% of portfolio›$313.7K
Fifth Third Bancorp1,643
0.0% of portfolio›$96.0K
Harbour Investments, Inc.956
0.0% of portfolio›$55.9K
Archer Investment Corp642
0.0% of portfolio›$37.5K
Triumph Capital Management223
0.0% of portfolio›$13.0K
Allworth Financial LP193
0.0% of portfolio›$11.0K
Tsfg, LLC124
0.0% of portfolio›$7
Heritage Family Offices, LLP43
0.0% of portfolio›$2.5K
IFG Advisory, LLC30
0.0% of portfolio›$1.8K
Clearstead Advisors, LLC28
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
LPL Financial LLC
219,685$12.8M0.0%IndexVery LowFort Mill, SC2026-11-06
HighTower Advisors, LLC
78,296$4.6M0.0%IndexLowChicago, IL2026-11-10
Independence Asset Advisors, LLC
16,464$962.1K0.2%ETFVery LowWynnewood,, PA2026-10-23
Commonwealth Equity Services, LLC
13,474$787.4K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
6,902$403.0K0.0%ETFLowFairfield, IA2026-11-02
Americana Partners, LLC
5,367$313.7K0.0%CoreMediumHouston, TX2026-10-28
Fifth Third Bancorp
1,643$96.0K0.0%GrowthLowCincinnati, OH2026-11-05
Harbour Investments, Inc.
956$55.9K0.0%ETFLowMadison, WI2026-11-09
Archer Investment Corp
642$37.5K0.0%CoreMediumCarmel, IN2026-11-05
Triumph Capital Management
223$13.0K0.0%ETFMediumDenver, CO2026-10-14
Allworth Financial LP
193$11.0K0.0%ETFLowFolsom, CA2026-11-06
Tsfg, LLC
124$70.0%ETFLowLake Forest, IL2026-10-23
Heritage Family Offices, LLP
43$2.5K0.0%CoreHighScottsdale, AZ2026-11-02
IFG Advisory, LLC
30$1.8K0.0%ETFLowAtlanta, GA2026-11-09
Clearstead Advisors, LLC
28$1.6K0.0%ETFLowCleveland, OH2026-11-06