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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$842K	Buy	45,138 +1,293	+3%	+$25K	﹤0.01%	1046
2023 Q2	$841K	Sell	43,845 -4,062	-8%	-$75.1K	﹤0.01%	818
2023 Q1	$877K	Sell	47,907 -1,464	-3%	-$26.9K	﹤0.01%	1223
2022 Q4	$879K	Buy	49,371 +19,704	+66%	+$349K	﹤0.01%	1202
2022 Q3	$472K	Sell	29,667 -8,562	-22%	-$151K	﹤0.01%	1483
2022 Q2	$649K	Buy	38,229 +10,089	+36%	+$186K	﹤0.01%	1347
2022 Q1	$549K	Buy	28,140 +1,116	+4%	+$21.5K	﹤0.01%	1496
2021 Q4	$528K	Sell	27,024 -13,656	-34%	-$259K	﹤0.01%	1529
2021 Q3	$732K	Buy	40,680 +5,919	+17%	+$109K	﹤0.01%	1357
2021 Q2	$634K	Buy	34,761 +22,581	+185%	+$408K	﹤0.01%	1394
2021 Q1	$210K	Buy	+12,180	New	+$199K	﹤0.01%	1672
2020 Q1	–	Sell	-18,030	Closed	-$257K	–	1461
2019 Q4	$257K	Buy	18,030 +1,080	+6%	+$14.7K	﹤0.01%	1299
2019 Q3	$223K	Buy	+16,950	New	+$221K	﹤0.01%	1300
2019 Q2	–	Sell	-17,976	Closed	-$227K	–	1407
2019 Q1	$227K	Sell	17,976 -92,742	-84%	-$1.14M	﹤0.01%	1331
2018 Q4	$1.25M	Buy	110,718 +3,807	+4%	+$46.9K	0.01%	688
2018 Q3	$1.41M	Buy	+106,911	New	+$1.39M	0.01%	710

Other funds holding FNDX

CSIA

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

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

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.9% in Q3 2023, buying an estimated $25K and bringing the position to 45,138 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

JP Morgan Private Wealth Advisors first reported a position in FNDX in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2018. 411 funds tracked by Wall St. Rank hold FNDX as of Q3 2023.

JP Morgan Private Wealth Advisors held 45,138 shares of Schwab Fundamental US Large Company Index ETF worth $842K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 1,293 Schwab Fundamental US Large Company Index ETF shares in Q3 2023, an estimated $25K.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1046 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2018 and has held it in 16 quarters since.
JP Morgan Private Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.41M in Q3 2018.
411 funds tracked by Wall St. Rank held Schwab Fundamental US 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.