JP Morgan Private Wealth Advisors’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$216K	Hold	1,756	–	–	﹤0.01%	1609
2023 Q2	$229K	Hold	1,756	–	–	﹤0.01%	1343
2023 Q1	$200K	Sell	1,756 -3,007	-63%	-$314K	﹤0.01%	1837
2022 Q4	$450K	Buy	4,763 +314	+7%	+$30.3K	﹤0.01%	1509
2022 Q3	$405K	Sell	4,449 -4,070	-48%	-$423K	﹤0.01%	1540
2022 Q2	$822K	Sell	8,519 -597	-7%	-$63.6K	﹤0.01%	1233
2022 Q1	$1.12M	Sell	9,116 -210	-2%	-$25.5K	﹤0.01%	1168
2021 Q4	$1.26M	Buy	9,326 +616	+7%	+$80K	﹤0.01%	1119
2021 Q3	$1.03M	Sell	8,710 -300	-3%	-$36.7K	﹤0.01%	1193
2021 Q2	$1.06M	Buy	+9,010	New	+$1M	﹤0.01%	1168
2021 Q1	–	Sell	-18,486	Closed	-$1.93M	–	1768
2020 Q4	$1.93M	Sell	18,486 -107	-0.6%	-$10.4K	0.01%	738
2020 Q3	$1.71M	Buy	18,593 +701	+4%	+$62.4K	0.01%	697
2020 Q2	$1.47M	Sell	17,892 -410	-2%	-$30.2K	0.01%	677
2020 Q1	$1.15M	Sell	18,302 -141	-0.8%	-$10.1K	0.01%	668
2019 Q4	$1.34M	Buy	18,443 +165	+0.9%	+$11.2K	0.01%	700
2019 Q3	$1.17M	Buy	18,278 +6	+0%	+$382	0.01%	707
2019 Q2	$1.14M	Buy	18,272 +12	+0.1%	+$732	0.01%	709
2019 Q1	$1.08M	Sell	18,260 -388	-2%	-$21.3K	0.01%	769
2018 Q4	$918K	Buy	+18,648	New	+$1M	0.01%	772

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q3 2023 at 1,756 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

JP Morgan Private Wealth Advisors first reported a position in FTEC in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.93M in Q4 2020. 371 funds tracked by Wall St. Rank hold FTEC as of Q3 2023.

JP Morgan Private Wealth Advisors held 1,756 shares of Fidelity MSCI Information Technology Index ETF worth $216K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q3 2023.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1609 holding.
JP Morgan Private Wealth Advisors first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2018 and has held it in 19 quarters since.
JP Morgan Private Wealth Advisors's Fidelity MSCI Information Technology Index ETF position peaked at $1.93M in Q4 2020.
371 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2023.

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