JP Morgan Chase

JP Morgan Chase’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$817K	Sell	30,661 -7,412	-19%	-$205K	﹤0.01%	4727
2025 Q4	$1.01M	Sell	38,073 -1,386	-4%	-$36.2K	﹤0.01%	4605
2025 Q3	$1.02M	Sell	39,459 -22,066	-36%	-$548K	﹤0.01%	4584
2025 Q2	$1.48M	Buy	61,525 +6,180	+11%	+$140K	﹤0.01%	4133
2025 Q1	$1.27M	Buy	55,345 +3,715	+7%	+$88K	﹤0.01%	4184
2024 Q4	$1.2M	Sell	51,630 -13,581	-21%	-$323K	﹤0.01%	4498
2024 Q3	$1.53M	Sell	65,211 -2,994	-4%	-$67.6K	﹤0.01%	4206
2024 Q2	$1.49M	Sell	68,205 -14,862	-18%	-$322K	﹤0.01%	4000
2024 Q1	$1.83M	Sell	83,067 -2,739	-3%	-$57.2K	﹤0.01%	3915
2023 Q4	$1.75M	Buy	85,806 +56,196	+190%	+$1.06M	﹤0.01%	3937
2023 Q3	$544K	Sell	29,610 -10,638	-26%	-$203K	﹤0.01%	4419
2023 Q2	$761K	Buy	+40,248	New	+$732K	﹤0.01%	4247
2019 Q3	–	Sell	-1,227	Closed	-$16K	–	5802
2019 Q2	$16K	Buy	+1,227	New	+$15.6K	﹤0.01%	5484

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HighTower Advisors

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Cambridge Investment Research Advisors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return