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JP Morgan Private Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$772K Sell
12,736
-82,682
-87% -$5.2M ﹤0.01% 1073
2023
Q2 		$6.02M Buy
95,418
+21,121
+28% +$1.32M 0.03% 306
2023
Q1 		$4.57M Buy
+74,297
New +$4.61M 0.01% 610

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 87% in Q3 2023, selling an estimated $5.2M and leaving 12,736 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

JP Morgan Private Wealth Advisors first reported a position in FHLC in Q1 2023 and has held it in 3 quarters since. The position peaked at $6.02M in Q2 2023. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,736 shares of Fidelity MSCI Health Care Index ETF worth $772K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 82,682 Fidelity MSCI Health Care Index ETF shares in Q3 2023, an estimated $5.2M.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1073 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and has held it in 3 quarters since.
  • JP Morgan Private Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $6.02M in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

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