JP Morgan Chase’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

JP Morgan Chase’s Portfolio FDLS Stock Details FDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-40	Closed	-$1K	–	7039
2023 Q1	$1K	Buy	+40	New	+$1.03K	﹤0.01%	6515

Other funds holding FDLS

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's FDLS Position: Q2 2023 in Review

JP Morgan Chase sold out of Inspire Fidelis Multi Factor ETF (FDLS) in Q2 2023, closing a stake of 40 shares — an estimated $1K sold.

JP Morgan Chase first reported a position in FDLS in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 9 funds tracked by Wall St. Rank hold FDLS as of Q2 2023.

JP Morgan Chase reported no remaining Inspire Fidelis Multi Factor ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Chase sold 40 Inspire Fidelis Multi Factor ETF shares in Q2 2023, an estimated $1K.
JP Morgan Chase first reported a position in Inspire Fidelis Multi Factor ETF in Q1 2023 and held it in 1 quarter.
JP Morgan Chase's Inspire Fidelis Multi Factor ETF position peaked at $1K in Q1 2023.
9 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.