JP Morgan Chase’s Fidelity International Value Factor ETF FIVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.92M	Buy	128,403 +30,588	+31%	+$1.14M	﹤0.01%	3468
2026 Q1	$3.31M	Buy	97,815 +30,873	+46%	+$1.11M	﹤0.01%	3698
2025 Q4	$2.29M	Buy	66,942 +12,269	+22%	+$398K	﹤0.01%	3975
2025 Q3	$1.71M	Buy	54,673 +8,976	+20%	+$272K	﹤0.01%	4195
2025 Q2	$1.34M	Buy	45,697 +12,289	+37%	+$342K	﹤0.01%	4202
2025 Q1	$890K	Buy	33,408 +2,378	+8%	+$62.1K	﹤0.01%	4432
2024 Q4	$751K	Sell	31,030 -1,464	-5%	-$37.1K	﹤0.01%	4813
2024 Q3	$863K	Buy	32,494 +32,293	+16,066%	+$834K	﹤0.01%	4563
2024 Q2	$5.07K	Buy	201 +200	+20,000%	+$5.12K	﹤0.01%	6383
2024 Q1	$32	Buy	+1	New	+$25	﹤0.01%	7105
2019 Q1	–	Sell	-100,000	Closed	-$1.99M	–	5855
2018 Q4	$1.99M	Hold	100,000	–	–	﹤0.01%	3281
2018 Q3	$2.28M	Hold	100,000	–	–	﹤0.01%	3373
2018 Q2	$2.26M	Hold	100,000	–	–	﹤0.01%	3322
2018 Q1	$2.36M	Buy	+100,000	New	+$2.4M	﹤0.01%	3150

Other funds holding FIVA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

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

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

JP Morgan Chase increased its Fidelity International Value Factor ETF (FIVA) stake by 31% in Q2 2026, buying an estimated $1.14M and bringing the position to 128,403 shares worth $4.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

JP Morgan Chase first reported a position in FIVA in Q1 2018 and has held it in 14 quarters since. 97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

JP Morgan Chase held 128,403 shares of Fidelity International Value Factor ETF worth $4.92M as of Q2 2026.
JP Morgan Chase bought 30,588 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $1.14M.
Fidelity International Value Factor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3468 holding.
JP Morgan Chase first reported a position in Fidelity International Value Factor ETF in Q1 2018 and has held it in 14 quarters since.
97 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

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