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
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 $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

JP Morgan Chase increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 13% in Q1 2026, buying an estimated $120K and bringing the position to 23,453 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4602.

JP Morgan Chase first reported a position in FSMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • JP Morgan Chase held 23,453 shares of Fidelity Small-Mid Multifactor ETF worth $1.02M as of Q1 2026.
  • JP Morgan Chase bought 2,626 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $120K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4602 holding.
  • JP Morgan Chase first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Fidelity Small-Mid Multifactor ETF position peaked at $1.09M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

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