JP Morgan Chase
FSMD icon

JP Morgan Chase’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

JP Morgan Chase’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
24,547
+574
+2% +$29.4K ﹤0.01% 4647
2026
Q2 		$1.26M Buy
23,973
+520
+2% +$25.7K ﹤0.01% 4516
2026
Q1 		$1.02M Buy
23,453
+2,626
+13% +$120K ﹤0.01% 4602
2025
Q4 		$919K Sell
20,827
-3,958
-16% -$173K ﹤0.01% 4664
2025
Q3 		$1.09M Buy
24,785
+6,172
+33% +$265K ﹤0.01% 4520
2025
Q2 		$772K Buy
18,613
+9,128
+96% +$360K ﹤0.01% 4534
2025
Q1 		$371K Buy
9,485
+1,031
+12% +$42.3K ﹤0.01% 4953
2024
Q4 		$348K Buy
8,454
+1,506
+22% +$64K ﹤0.01% 5222
2024
Q3 		$288K Buy
6,948
+659
+10% +$26.1K ﹤0.01% 5229
2024
Q2 		$237K Sell
6,289
-331
-5% -$12.5K ﹤0.01% 5084
2024
Q1 		$257K Buy
6,620
+196
+3% +$7.2K ﹤0.01% 5207
2023
Q4 		$233K Buy
6,424
+1,470
+30% +$48.5K ﹤0.01% 5305
2023
Q3 		$160K Buy
4,954
+495
+11% +$16.6K ﹤0.01% 5203
2023
Q2 		$149K Buy
+4,459
New +$143K ﹤0.01% 5259

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase's FSMD Position: Q3 2026 in Review

JP Morgan Chase increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.4% in Q3 2026, buying an estimated $29.4K and bringing the position to 24,547 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #4647.

JP Morgan Chase first reported a position in FSMD in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q2 2026. 168 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • JP Morgan Chase held 24,547 shares of Fidelity Small-Mid Multifactor ETF worth $1.21M as of Q3 2026.
  • JP Morgan Chase bought 574 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $29.4K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4647 holding.
  • JP Morgan Chase first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2023 and has held it in 14 quarters since.
  • JP Morgan Chase's Fidelity Small-Mid Multifactor ETF position peaked at $1.26M in Q2 2026.
  • 168 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.