JP Morgan Private Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$348K	Sell	14,368 -8,294	-37%	-$211K	﹤0.01%	1401
2023 Q2	$572K	Sell	22,662 -1,624	-7%	-$39K	﹤0.01%	976
2023 Q1	$591K	Buy	24,286 +660	+3%	+$16.5K	﹤0.01%	1404
2022 Q4	$552K	Buy	+23,626	New	+$556K	﹤0.01%	1435
2022 Q3	–	Sell	-11,896	Closed	-$269K	–	1940
2022 Q2	$269K	Buy	11,896 +4,194	+54%	+$104K	﹤0.01%	1701
2022 Q1	$206K	Sell	7,702 -1,318	-15%	-$35K	﹤0.01%	1900
2021 Q4	$251K	Sell	9,020 -2,762	-23%	-$76.1K	﹤0.01%	1822
2021 Q3	$310K	Buy	11,782 +1,504	+15%	+$39.9K	﹤0.01%	1679
2021 Q2	$280K	Buy	+10,278	New	+$274K	﹤0.01%	1693
2018 Q3	–	Sell	-11,334	Closed	-$226K	–	1592
2018 Q2	$226K	Buy	+11,334	New	+$221K	﹤0.01%	1312

Other funds holding FNDA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 37% in Q3 2023, selling an estimated $211K and leaving 14,368 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

JP Morgan Private Wealth Advisors first reported a position in FNDA in Q2 2018 and has held it in 10 quarters since. The position peaked at $591K in Q1 2023. 305 funds tracked by Wall St. Rank hold FNDA as of Q3 2023.

JP Morgan Private Wealth Advisors held 14,368 shares of Schwab Fundamental US Small Company Index ETF worth $348K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 8,294 Schwab Fundamental US Small Company Index ETF shares in Q3 2023, an estimated $211K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1401 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2018 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $591K in Q1 2023.
305 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2023.

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