JP Morgan Chase
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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
Q2 		$1.16M Buy
38,074
+7,413
+24% +$219K ﹤0.01% 4567
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

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 24% in Q2 2026, buying an estimated $219K and bringing the position to 38,074 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4567.

JP Morgan Chase first reported a position in FNDB in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.83M in Q1 2024. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • JP Morgan Chase held 38,074 shares of Schwab Fundamental US Broad Market Index ETF worth $1.16M as of Q2 2026.
  • JP Morgan Chase bought 7,413 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $219K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4567 holding.
  • JP Morgan Chase first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2019 and has held it in 14 quarters since.
  • JP Morgan Chase's Schwab Fundamental US Broad Market Index ETF position peaked at $1.83M in Q1 2024.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

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