JP Morgan Private Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$498K	Buy	15,713 +2,899	+23%	+$94K	﹤0.01%	1246
2023 Q2	$414K	Buy	12,814 +155	+1%	+$4.96K	﹤0.01%	1111
2023 Q1	$396K	Buy	12,659 +408	+3%	+$12.6K	﹤0.01%	1563
2022 Q4	$356K	Buy	+12,251	New	+$344K	﹤0.01%	1599
2021 Q4	–	Sell	-10,078	Closed	-$331K	–	2010
2021 Q3	$331K	Buy	10,078 +1,746	+21%	+$57.9K	﹤0.01%	1662
2021 Q2	$277K	Buy	+8,332	New	+$280K	﹤0.01%	1699
2018 Q4	–	Sell	-89,858	Closed	-$2.69M	–	1505
2018 Q3	$2.69M	Buy	89,858 +77	+0.1%	+$2.29K	0.01%	564
2018 Q2	$2.65M	Buy	+89,781	New	+$2.73M	0.01%	538

Other funds holding FNDF

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 23% in Q3 2023, buying an estimated $94K and bringing the position to 15,713 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

JP Morgan Private Wealth Advisors first reported a position in FNDF in Q2 2018 and has held it in 8 quarters since. The position peaked at $2.69M in Q3 2018. 441 funds tracked by Wall St. Rank hold FNDF as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,713 shares of Schwab Fundamental International Large Company Index ETF worth $498K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,899 Schwab Fundamental International Large Company Index ETF shares in Q3 2023, an estimated $94K.
Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1246 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2018 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $2.69M in Q3 2018.
441 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2023.

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