JP Morgan Private Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$541K	Sell	10,402 -93	-0.9%	-$5.04K	﹤0.01%	1219
2023 Q2	$568K	Sell	10,495 -7,026	-40%	-$350K	﹤0.01%	977
2023 Q1	$840K	Buy	17,521 +2	+0%	+$90	﹤0.01%	1250
2022 Q4	$718K	Buy	17,519 +2,719	+18%	+$116K	﹤0.01%	1307
2022 Q3	$613K	Buy	14,800 +6,694	+83%	+$312K	﹤0.01%	1370
2022 Q2	$350K	Buy	8,106 +852	+12%	+$40.6K	﹤0.01%	1582
2022 Q1	$403K	Sell	7,254 -96	-1%	-$5.24K	﹤0.01%	1626
2021 Q4	$448K	Hold	7,350	–	–	﹤0.01%	1595
2021 Q3	$413K	Hold	7,350	–	–	﹤0.01%	1578
2021 Q2	$414K	Buy	+7,350	New	+$396K	﹤0.01%	1551
2021 Q1	–	Sell	-7,200	Closed	-$361K	–	1787
2020 Q4	$361K	Buy	+7,200	New	+$335K	﹤0.01%	1421

Other funds holding ONEQ

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

DWA

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.89% in Q3 2023, selling an estimated $5.04K and leaving 10,402 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

JP Morgan Private Wealth Advisors first reported a position in ONEQ in Q4 2020 and has held it in 11 quarters since. The position peaked at $840K in Q1 2023. 256 funds tracked by Wall St. Rank hold ONEQ as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,402 shares of Fidelity Nasdaq Composite Index ETF worth $541K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 93 Fidelity Nasdaq Composite Index ETF shares in Q3 2023, an estimated $5.04K.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1219 holding.
JP Morgan Private Wealth Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2020 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $840K in Q1 2023.
256 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2023.

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