JP Morgan Chase
FENY icon

JP Morgan Chase’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

JP Morgan Chase’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Sell
67,194
-369,990
-85% -$11.8M ﹤0.01% 4178
2026
Q1 		$15M Buy
437,184
+398,357
+1,026% +$11.8M ﹤0.01% 2323
2025
Q4 		$962K Sell
38,827
-36,148
-48% -$893K ﹤0.01% 4647
2025
Q3 		$1.85M Buy
74,975
+1,377
+2% +$33.3K ﹤0.01% 4141
2025
Q2 		$1.73M Buy
73,598
+10,351
+16% +$237K ﹤0.01% 4023
2025
Q1 		$1.62M Sell
63,247
-4,692
-7% -$117K ﹤0.01% 4017
2024
Q4 		$1.62M Buy
67,939
+6,121
+10% +$153K ﹤0.01% 4304
2024
Q3 		$1.49M Sell
61,818
-10,609
-15% -$261K ﹤0.01% 4229
2024
Q2 		$1.82M Sell
72,427
-10,259
-12% -$262K ﹤0.01% 3866
2024
Q1 		$2.14M Sell
82,686
-307,694
-79% -$7.24M ﹤0.01% 3793
2023
Q4 		$8.99M Sell
390,380
-3,584
-0.9% -$84.4K ﹤0.01% 2588
2023
Q3 		$9.81M Buy
393,964
+82,229
+26% +$1.98M ﹤0.01% 2256
2023
Q2 		$6.91M Buy
311,735
+165,691
+113% +$3.66M ﹤0.01% 2612
2023
Q1 		$3.28M Buy
146,044
+46,103
+46% +$1.07M ﹤0.01% 3152
2022
Q4 		$2.38M Buy
99,941
+99,763
+56,047% +$2.38M ﹤0.01% 3425
2022
Q3 		$4K Sell
178
-8,330
-98% -$173K ﹤0.01% 6135
2022
Q2 		$165K Buy
8,508
+2,995
+54% +$65.4K ﹤0.01% 5164
2022
Q1 		$116K Buy
+5,513
New +$104K ﹤0.01% 5434
2021
Q3 		– Sell
-33
Closed – – 6572
2021
Q2 		$0 Hold
33
– – ﹤0.01% 6416
2021
Q1 		$0 Hold
33
– – ﹤0.01% 6145
2020
Q4 		$0 Sell
33
-986
-97% -$9.03K ﹤0.01% 5718
2020
Q3 		$8K Buy
1,019
+19
+2% +$178 ﹤0.01% 5283
2020
Q2 		$10K Hold
1,000
– – ﹤0.01% 5120
2020
Q1 		$8K Buy
+1,000
New +$12.5K ﹤0.01% 5072
2019
Q4 		– Sell
-195
Closed -$3K – 5693
2019
Q3 		$3K Buy
+195
New +$3.15K ﹤0.01% 5606

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

JP Morgan Chase reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 85% in Q2 2026, selling an estimated $11.8M and leaving 67,194 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #4178.

JP Morgan Chase first reported a position in FENY in Q3 2019 and has held it in 25 quarters since. The position peaked at $15M in Q1 2026. 242 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • JP Morgan Chase held 67,194 shares of Fidelity MSCI Energy Index ETF worth $2M as of Q2 2026.
  • JP Morgan Chase sold 369,990 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $11.8M.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4178 holding.
  • JP Morgan Chase first reported a position in Fidelity MSCI Energy Index ETF in Q3 2019 and has held it in 25 quarters since.
  • JP Morgan Chase's Fidelity MSCI Energy Index ETF position peaked at $15M in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

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