WELLS FARGO & COMPANY/MN LVDS β€” J P MORGAN EXCHANGE TRADED F

Ownership history in WELLS FARGO & COMPANY/MN  Β·  3 quarters on record

AI Ownership Summary

WELLS FARGO & COMPANY/MN reported J P MORGAN EXCHANGE TRADED F (LVDS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows LVDS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LVDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELLS FARGO & COMPANY/MN's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LVDS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WELLS FARGO & COMPANY/MN held LVDS β€” position size vs. price
% of Fund (quarterly)    LVDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 25,493 +2,895 +12.8% 0.00% $1.3M 2026-05-11 $54.79
2025 Q4 REDUCED 10.3% +2.0% ❌ 22,598 -2,600 -10.3% 0.00% $1.1M 2026-02-13 $52.57
2025 Q3 INITIATED β€” β€” β€” 25,198 β€” β€” 0.00% $1.3M 2025-11-13 $47.89

🏒 Other funds also holding LVDS

As of 2026 Q2 β€” sorted by position size

Triumph Capital Management 3Y 0.0% TSFG, LLC 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About WELLS FARGO & COMPANY/MN and LVDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELLS FARGO & COMPANY/MN reported owning LVDS?

WELLS FARGO & COMPANY/MN reported LVDS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported LVDS position in WELLS FARGO & COMPANY/MN's portfolio?

The largest reported portfolio weight for LVDS was 0.00% in 2025 Q3.

What is the latest reported LVDS position on this page?

The most recent filing on this page is 2026 Q1, when WELLS FARGO & COMPANY/MN reported 25,493 shares, equal to 0.00% of portfolio, with an estimated market value of $1.3M.

What does the chart on this LVDS ownership page compare?

The chart compares WELLS FARGO & COMPANY/MN's quarterly LVDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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