JGP Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

JGP Wealth Management’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Buy	+1,940	New	+$193K	0.02%	229

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

JGP Wealth Management's ONEQ Position: Q2 2026 in Review

JGP Wealth Management opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 1,940 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings.

442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

JGP Wealth Management held 1,940 shares of Fidelity Nasdaq Composite Index ETF worth $200K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new JGP Wealth Management position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #229 holding.
442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.