JPMPWA
J.P. Morgan Private Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $842K | Buy |
15,046
+431
| +3% | +$24.1K | ﹤0.01% | 1046 |
|
|
2023
Q2 | $841K | Sell |
14,615
-1,354
| -8% | -$78K | ﹤0.01% | 818 |
|
|
2023
Q1 | $877K | Sell |
15,969
-488
| -3% | -$26.8K | ﹤0.01% | 1223 |
|
|
2022
Q4 | $879K | Buy |
16,457
+6,568
| +66% | +$351K | ﹤0.01% | 1202 |
|
|
2022
Q3 | $472K | Sell |
9,889
-2,854
| -22% | -$136K | ﹤0.01% | 1483 |
|
|
2022
Q2 | $649K | Buy |
12,743
+3,363
| +36% | +$171K | ﹤0.01% | 1347 |
|
|
2022
Q1 | $549K | Buy |
9,380
+372
| +4% | +$21.8K | ﹤0.01% | 1496 |
|
|
2021
Q4 | $528K | Sell |
9,008
-4,552
| -34% | -$267K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $732K | Buy |
13,560
+1,973
| +17% | +$107K | ﹤0.01% | 1357 |
|
|
2021
Q2 | $634K | Buy |
11,587
+7,527
| +185% | +$412K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $210K | Buy |
+4,060
| New | +$210K | ﹤0.01% | 1672 |
|
|
2020
Q1 | – | Sell |
-6,010
| Closed | -$257K | – | 1461 |
|
|
2019
Q4 | $257K | Buy |
6,010
+360
| +6% | +$15.4K | ﹤0.01% | 1299 |
|
|
2019
Q3 | $223K | Buy |
+5,650
| New | +$223K | ﹤0.01% | 1300 |
|
|
2019
Q2 | – | Sell |
-5,992
| Closed | -$227K | – | 1404 |
|
|
2019
Q1 | $227K | Sell |
5,992
-30,914
| -84% | -$1.17M | ﹤0.01% | 1331 |
|
|
2018
Q4 | $1.25M | Buy |
36,906
+1,269
| +4% | +$43.1K | 0.01% | 688 |
|
|
2018
Q3 | $1.41M | Buy |
+35,637
| New | +$1.41M | 0.01% | 710 |
|