JP Morgan Chase
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JP Morgan Chase’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

JP Morgan Chase’s Portfolio FDIS Stock Details FDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$151K Buy
1,466
+41
+3% +$4.14K ﹤0.01% 5768
2026
Q1 		$129K Buy
1,425
+120
+9% +$12K ﹤0.01% 5701
2025
Q4 		$133K Buy
1,305
+312
+31% +$31.7K ﹤0.01% 5738
2025
Q3 		$102K Sell
993
-79
-7% -$7.81K ﹤0.01% 5888
2025
Q2 		$101K Buy
1,072
+618
+136% +$54.4K ﹤0.01% 5599
2025
Q1 		$38.4K Sell
454
-2,524
-85% -$237K ﹤0.01% 5963
2024
Q4 		$290K Sell
2,978
-2,250
-43% -$211K ﹤0.01% 5312
2024
Q3 		$462K Sell
5,228
-78,827
-94% -$6.53M ﹤0.01% 4948
2024
Q2 		$6.81M Sell
84,055
-37,022
-31% -$2.94M ﹤0.01% 2793
2024
Q1 		$9.99M Buy
121,077
+75,157
+164% +$5.95M ﹤0.01% 2492
2023
Q4 		$3.62M Buy
45,920
+3,180
+7% +$230K ﹤0.01% 3370
2023
Q3 		$2.99M Sell
42,740
-824
-2% -$60.5K ﹤0.01% 3237
2023
Q2 		$3.19M Sell
43,564
-180
-0.4% -$12K ﹤0.01% 3206
2023
Q1 		$2.86M Sell
43,744
-13,386
-23% -$844K ﹤0.01% 3273
2022
Q4 		$3.24M Buy
+57,130
New +$3.47M ﹤0.01% 3183
2021
Q3 		– Sell
-36
Closed -$3K – 6567
2021
Q2 		$3K Sell
36
-2,700
-99% -$214K ﹤0.01% 6173
2021
Q1 		$209K Buy
2,736
+2,700
+7,500% +$203K ﹤0.01% 5127
2020
Q4 		$3K Hold
36
– – ﹤0.01% 5488
2020
Q3 		$2K Buy
+36
New +$2.14K ﹤0.01% 5381
2020
Q2 		– Sell
-2,060
Closed -$78K – 5473
2020
Q1 		$78K Sell
2,060
-763
-27% -$35K ﹤0.01% 4595
2019
Q4 		$136K Sell
2,823
-797
-22% -$37.1K ﹤0.01% 4804
2019
Q3 		$166K Buy
3,620
+878
+32% +$40.4K ﹤0.01% 4711
2019
Q2 		$125K Sell
2,742
-1,491
-35% -$67.1K ﹤0.01% 4846
2019
Q1 		$186K Sell
4,233
-1,026
-20% -$43.1K ﹤0.01% 4652
2018
Q4 		$202K Buy
5,259
+271
+5% +$11.2K ﹤0.01% 4600
2018
Q3 		$227K Buy
4,988
+180
+4% +$7.98K ﹤0.01% 4643
2018
Q2 		$206K Buy
4,808
+317
+7% +$13.1K ﹤0.01% 4551
2018
Q1 		$179K Buy
4,491
+840
+23% +$34.5K ﹤0.01% 4412
2017
Q4 		$143K Buy
3,651
+50
+1% +$1.87K ﹤0.01% 4537
2017
Q3 		$129K Buy
3,601
+935
+35% +$33.3K ﹤0.01% 4231
2017
Q2 		$95K Buy
2,666
+406
+18% +$14.3K ﹤0.01% 4191
2017
Q1 		$78K Hold
2,260
– – ﹤0.01% 4406
2016
Q4 		$73K Sell
2,260
-180
-7% -$5.72K ﹤0.01% 4470
2016
Q3 		$77K Buy
2,440
+315
+15% +$9.96K ﹤0.01% 3928
2016
Q2 		$65K Sell
2,125
-225
-10% -$6.92K ﹤0.01% 3982
2016
Q1 		$73K Buy
2,350
+625
+36% +$18.2K ﹤0.01% 3816
2015
Q4 		$53K Buy
+1,725
New +$53.8K ﹤0.01% 3907

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JP Morgan Chase's FDIS Position: Q2 2026 in Review

JP Morgan Chase increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.9% in Q2 2026, buying an estimated $4.14K and bringing the position to 1,466 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #5768.

JP Morgan Chase first reported a position in FDIS in Q4 2015 and has held it in 37 quarters since. The position peaked at $9.99M in Q1 2024. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • JP Morgan Chase held 1,466 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $151K as of Q2 2026.
  • JP Morgan Chase bought 41 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $4.14K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5768 holding.
  • JP Morgan Chase first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2015 and has held it in 37 quarters since.
  • JP Morgan Chase's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9.99M in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.