JP Morgan Private Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$568K	Buy	8,124 +272	+3%	+$20K	﹤0.01%	1198
2023 Q2	$576K	Sell	7,852 -1,642	-17%	-$110K	﹤0.01%	975
2023 Q1	$622K	Sell	9,494 -8,980	-49%	-$566K	﹤0.01%	1383
2022 Q4	$1.05M	Sell	18,474 -523	-3%	-$31.7K	﹤0.01%	1119
2022 Q3	$1.16M	Buy	+18,997	New	+$1.27M	﹤0.01%	1065
2019 Q4	–	Sell	-6,776	Closed	-$310K	–	1481
2019 Q3	$310K	Buy	+6,776	New	+$312K	﹤0.01%	1179

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FDIS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 3.5% in Q3 2023, buying an estimated $20K and bringing the position to 8,124 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

JP Morgan Private Wealth Advisors first reported a position in FDIS in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2022. 167 funds tracked by Wall St. Rank hold FDIS as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,124 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $568K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 272 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2023, an estimated $20K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1198 holding.
JP Morgan Private Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2019 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.16M in Q3 2022.
167 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.