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LVDS — J P MORGAN EXCHANGE TRADED F

Reported value held$2.01M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$1.99M · 34.82K sh
New / Add / Cut / Exit1 / 1 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +19.2% (+5.61K sh)
Institutional value change Up +35.0%

As of Q2 2026, 4 SEC-registered investment managers reported holding LVDS (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $1.99M across 34.82K shares. That is +19.2% by share count (+5.61K shares) versus the previous quarter, while reported value moved +35.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 24.25K $1.39M 0.00% Reduce
Citadel Advisors history 6.65K $380.12K 0.00% New
Morgan Stanley history 2.45K $140.36K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.47K $83.90K 0.00% Add

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 25.49K $1.29M 0.00% Add
Morgan Stanley history 3.35K $169.09K 0.00% Reduce
Fidelity Management & Research (FMR) history 365 $18.44K 0.00% Add

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 22.60K $1.12M 0.00% Reduce
Morgan Stanley history 8.39K $416.72K 0.00% Reduce
Fidelity Management & Research (FMR) history 315 $15.65K 0.00% Reduce
Bank of America Corp history 238 $11.82K 0.00% New
UBS Group AG history 87 $4.32K 0.00% Reduce

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 25.20K $1.30M 0.00% New
Morgan Stanley history 8.44K $435.98K 0.00% New
Citadel Advisors history 4.45K $229.84K 0.00% New
UBS Group AG history 387 $19.99K 0.00% New
Fidelity Management & Research (FMR) history 318 $16.43K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025
Wells Fargo & Co 24.25K 25.49K 22.60K 25.20K
Citadel Advisors 6.65K — — 4.45K
Morgan Stanley 2.45K 3.35K 8.39K 8.44K
Fidelity Management & Research (FMR) 1.47K 365 315 318
Bank of America Corp — — 238 —
UBS Group AG — — 87 387

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