JP Morgan Chase
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JP Morgan Chase’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

JP Morgan Chase’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.71M Buy
149,033
+65,731
+79% +$2.2M ﹤0.01% 3366
2025
Q4 		$2.62M Buy
83,302
+4,447
+6% +$139K ﹤0.01% 3875
2025
Q3 		$2.46M Sell
78,855
-67,486
-46% -$2.05M ﹤0.01% 3927
2025
Q2 		$4.19M Buy
146,341
+30,297
+26% +$822K ﹤0.01% 3313
2025
Q1 		$3.18M Buy
116,044
+10,195
+10% +$298K ﹤0.01% 3526
2024
Q4 		$3.14M Buy
105,849
+22,989
+28% +$702K ﹤0.01% 3798
2024
Q3 		$2.47M Sell
82,860
-2,226
-3% -$64K ﹤0.01% 3837
2024
Q2 		$2.34M Sell
85,086
-9,164
-10% -$253K ﹤0.01% 3644
2024
Q1 		$2.69M Buy
94,250
+22,116
+31% +$603K ﹤0.01% 3603
2023
Q4 		$2M Buy
72,134
+30,414
+73% +$754K ﹤0.01% 3839
2023
Q3 		$1.01M Sell
41,720
-1,668
-4% -$42.5K ﹤0.01% 4060
2023
Q2 		$1.09M Buy
43,388
+22,314
+106% +$536K ﹤0.01% 3993
2023
Q1 		$512K Sell
21,074
-52
-0.2% -$1.3K ﹤0.01% 4484
2022
Q4 		$493K Buy
21,126
+15,226
+258% +$358K ﹤0.01% 4532
2022
Q3 		$125K Sell
5,900
-200
-3% -$4.77K ﹤0.01% 5188
2022
Q2 		$138K Buy
6,100
+594
+11% +$14.7K ﹤0.01% 5256
2022
Q1 		$147K Sell
5,506
-1,686
-23% -$44.7K ﹤0.01% 5336
2021
Q4 		$200K Buy
7,192
+1,764
+32% +$48.6K ﹤0.01% 5356
2021
Q3 		$143K Hold
5,428
– – ﹤0.01% 5397
2021
Q2 		$148K Sell
5,428
-100
-2% -$2.66K ﹤0.01% 5381
2021
Q1 		$140K Buy
5,528
+100
+2% +$2.42K ﹤0.01% 5290
2020
Q4 		$116K Sell
5,428
-2,360
-30% -$45.5K ﹤0.01% 4970
2020
Q3 		$128K Hold
7,788
– – ﹤0.01% 4585
2020
Q2 		$124K Buy
7,788
+5,428
+230% +$80.3K ﹤0.01% 4475
2020
Q1 		$31K Sell
2,360
-5,100
-68% -$90.4K ﹤0.01% 4852
2019
Q4 		$150K Hold
7,460
– – ﹤0.01% 4783
2019
Q3 		$141K Hold
7,460
– – ﹤0.01% 4778
2019
Q2 		$139K Sell
7,460
-394
-5% -$7.4K ﹤0.01% 4806
2019
Q1 		$146K Sell
7,854
-132,042
-94% -$2.42M ﹤0.01% 4745
2018
Q4 		$2.3M Buy
139,896
+132,614
+1,821% +$2.43M ﹤0.01% 3180
2018
Q3 		$148K Buy
7,282
+4,922
+209% +$101K ﹤0.01% 4801
2018
Q2 		$47K Buy
+2,360
New +$46.1K ﹤0.01% 5096
2016
Q3 		– Sell
-442
Closed -$6K – 4623
2016
Q2 		$6K Buy
+442
New +$6.42K ﹤0.01% 4425

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's FNDA Position: Q1 2026 in Review

JP Morgan Chase increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 79% in Q1 2026, buying an estimated $2.2M and bringing the position to 149,033 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

JP Morgan Chase first reported a position in FNDA in Q2 2016 and has held it in 33 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • JP Morgan Chase held 149,033 shares of Schwab Fundamental US Small Company Index ETF worth $4.71M as of Q1 2026.
  • JP Morgan Chase bought 65,731 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $2.2M.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3366 holding.
  • JP Morgan Chase first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2016 and has held it in 33 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.