JP Morgan Chase
FNCL icon

JP Morgan Chase’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

JP Morgan Chase’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Sell
133,185
-482
-0.4% -$35.7K ﹤0.01% 2779
2026
Q1 		$9.18M Sell
133,667
-4,189
-3% -$311K ﹤0.01% 2769
2025
Q4 		$10.7M Sell
137,856
-3,462
-2% -$262K ﹤0.01% 2610
2025
Q3 		$10.8M Sell
141,318
-5,588
-4% -$421K ﹤0.01% 2645
2025
Q2 		$10.9M Sell
146,906
-92
-0.1% -$6.38K ﹤0.01% 2477
2025
Q1 		$10.2M Buy
146,998
+38,259
+35% +$2.71M ﹤0.01% 2528
2024
Q4 		$7.47M Buy
108,739
+12,007
+12% +$825K ﹤0.01% 2988
2024
Q3 		$6.18M Sell
96,732
-895
-0.9% -$55K ﹤0.01% 3063
2024
Q2 		$5.66M Sell
97,627
-75,102
-43% -$4.35M ﹤0.01% 2942
2024
Q1 		$10.3M Sell
172,729
-6,251
-3% -$348K ﹤0.01% 2466
2023
Q4 		$9.58M Sell
178,980
-17,764
-9% -$865K ﹤0.01% 2514
2023
Q3 		$9.16M Buy
196,744
+2,874
+1% +$139K ﹤0.01% 2334
2023
Q2 		$9.13M Sell
193,870
-1,337
-0.7% -$60.7K ﹤0.01% 2362
2023
Q1 		$8.8M Sell
195,207
-3,806
-2% -$187K ﹤0.01% 2388
2022
Q4 		$9.54M Buy
199,013
+134,737
+210% +$6.44M ﹤0.01% 2304
2022
Q3 		$2.77M Sell
64,276
-27,390
-30% -$1.29M ﹤0.01% 3205
2022
Q2 		$4.09M Buy
91,666
+25,400
+38% +$1.24M ﹤0.01% 2963
2022
Q1 		$3.59M Buy
66,266
+5,226
+9% +$290K ﹤0.01% 3276
2021
Q4 		$3.41M Sell
61,040
-175
-0.3% -$9.88K ﹤0.01% 3371
2021
Q3 		$3.29M Sell
61,215
-425
-0.7% -$22.7K ﹤0.01% 3374
2021
Q2 		$3.23M Sell
61,640
-17
-0% -$890 ﹤0.01% 3416
2021
Q1 		$3.02M Buy
61,657
+33,103
+116% +$1.53M ﹤0.01% 3393
2020
Q4 		$1.21M Sell
28,554
-1,792
-6% -$68.5K ﹤0.01% 3836
2020
Q3 		$1.02M Buy
30,346
+5,146
+20% +$177K ﹤0.01% 3639
2020
Q2 		$835K Buy
25,200
+5,064
+25% +$163K ﹤0.01% 3611
2020
Q1 		$592K Buy
20,136
+1,001
+5% +$39.7K ﹤0.01% 3738
2019
Q4 		$850K Sell
19,135
-201
-1% -$8.53K ﹤0.01% 3957
2019
Q3 		$786K Buy
19,336
+417
+2% +$16.7K ﹤0.01% 3969
2019
Q2 		$749K Sell
18,919
-4,176
-18% -$165K ﹤0.01% 4018
2019
Q1 		$867K Sell
23,095
-1,776
-7% -$67K ﹤0.01% 3896
2018
Q4 		$860K Buy
24,871
+18,162
+271% +$686K ﹤0.01% 3841
2018
Q3 		$271K Buy
6,709
+103
+2% +$4.23K ﹤0.01% 4574
2018
Q2 		$259K Buy
6,606
+121
+2% +$4.91K ﹤0.01% 4457
2018
Q1 		$262K Buy
6,485
+834
+15% +$35K ﹤0.01% 4273
2017
Q4 		$230K Buy
5,651
+25
+0.4% +$985 ﹤0.01% 4367
2017
Q3 		$213K Buy
5,626
+500
+10% +$18.3K ﹤0.01% 4094
2017
Q2 		$186K Buy
5,126
+751
+17% +$26.4K ﹤0.01% 4003
2017
Q1 		$154K Buy
+4,375
New +$155K ﹤0.01% 4183
2016
Q1 		– Sell
-2,250
Closed -$64K – 4759
2015
Q4 		$64K Buy
+2,250
New +$64.1K ﹤0.01% 3869

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

JP Morgan Chase reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.36% in Q2 2026, selling an estimated $35.7K and leaving 133,185 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

JP Morgan Chase first reported a position in FNCL in Q4 2015 and has held it in 39 quarters since. The position peaked at $10.9M in Q2 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • JP Morgan Chase held 133,185 shares of Fidelity MSCI Financials Index ETF worth $10.2M as of Q2 2026.
  • JP Morgan Chase sold 482 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $35.7K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2779 holding.
  • JP Morgan Chase first reported a position in Fidelity MSCI Financials Index ETF in Q4 2015 and has held it in 39 quarters since.
  • JP Morgan Chase's Fidelity MSCI Financials Index ETF position peaked at $10.9M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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