Who Owns JPMORGAN FUNDAMENTAL (LVDS)?Hedge Fund & Institutional Holders
$50.64+0.09 (+0.18%)BATS
Institutional Holders
25
as of Q4 2025
Total Institutional Value
$8.000400030002e+29T
% of Float Held
—
QoQ Change in Holders
+8 / -5
Price History
LVDS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Archer Investment Corp | New Position | +642 | +$31K |
| TSFG, LLC | New Position | +124 | +$6K |
| Janney Montgomery Scott LLC | New Position | +6K | +$0 |
| Kestra Advisory Services, LLC | New Position | +423 | +$0 |
| SageView Advisory Group, LLC | New Position | +216 | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +6K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +238 | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +2K | +$0 |
| Triumph Capital Management | Increased | +16 | +$-10.6M |
| Steward Partners Investment Advisory, LLC | Increased | +37 | +$-30.8M |
| OSAIC HOLDINGS, INC. | Increased | +3K | +$-373.1M |
LVDS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -9K | -$9.4B |
| HighTower Advisors, LLC | Decreased | -63K | -$8.3B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -508 | -$3.4B |
| Cetera Investment Advisers | Decreased | -9K | -$2.7B |
| WELLS FARGO & COMPANY/MN | Decreased | -3K | -$1.3B |
| Tower Research Capital LLC (TRC) | Closed Position | -18K | -$934.9M |
| JANE STREET GROUP, LLC | Closed Position | -12K | -$614.2M |
| MORGAN STANLEY | Decreased | -50 | -$436.0M |
| Focus Partners Wealth | Closed Position | -6K | -$335.4M |
| ROYAL BANK OF CANADA | Decreased | -450 | -$284.0M |
| CITADEL ADVISORS LLC | Closed Position | -4K | -$229.8M |
| Founders Financial Alliance, LLC | Closed Position | -1K | -$68.0M |
| UBS Group AG | Decreased | -300 | -$20.0M |
| FMR LLC | Decreased | -3 | -$16.4M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -3K | -$636K |
Top Institutional Holders(Q4 2025)
LVDS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 22 | $17.1M | +3 |
| Q3 2025 | 19 | $28.4B | — |
As of Q4 2025, 25 institutional investors hold LVDS (JPMORGAN FUNDAMENTAL). The largest holder is LPL Financial LLC with $8.0M in shares. This quarter, 8 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own LVDS?
As of Q4 2025, 25 institutional investors report holding LVDS (JPMORGAN FUNDAMENTAL) in their 13F filings.
Who is the largest institutional holder of LVDS?
The largest institutional holder of LVDS is LPL Financial LLC with $8.0M in shares.
Is institutional ownership of LVDS increasing or decreasing?
This quarter, 8 institutions opened new positions in LVDS and 5 closed their positions.