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JP Morgan Private Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$471K Buy
8,702
+18
+0.2% +$1.02K ﹤0.01% 1270
2023
Q2 		$494K Buy
+8,684
New +$460K ﹤0.01% 1029

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 0.21% in Q3 2023, buying an estimated $1.02K and bringing the position to 8,702 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

JP Morgan Private Wealth Advisors first reported a position in FIDU in Q2 2023 and has held it in 2 quarters since. The position peaked at $494K in Q2 2023. 134 funds tracked by Wall St. Rank hold FIDU as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,702 shares of Fidelity MSCI Industrials Index ETF worth $471K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 18 Fidelity MSCI Industrials Index ETF shares in Q3 2023, an estimated $1.02K.
  • Fidelity MSCI Industrials Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1270 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and has held it in 2 quarters since.
  • JP Morgan Private Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $494K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2023.

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