JPMORGAN CHASE & CO
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 19617
NEW YORK, NY
Position in FNDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,597,396
+$1,764,256 QoQ
Shares Held
173,342
+16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 146 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,597,396 | 173,342 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $4,833,140 | 149,033 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,624,846 | 83,302 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,457,121 | 78,855 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,192,669 | 146,341 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,178,445 | 116,044 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,143,715 | 105,849 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,467,985 | 41,430 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,336,461 | 42,543 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $2,687,538 | 47,125 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,996,308 | 36,067 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,011,501 | 20,860 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,094,462 | 21,694 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $512,835 | 10,537 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $493,503 | 10,563 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $125,434 | 2,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $138,012 | 3,050 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $147,175 | 2,753 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $199,973 | 3,596 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $142,973 | 2,714 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $147,614 | 2,714 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $140,024 | 2,764 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $116,484 | 2,714 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $128,696 | 3,894 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $123,517 | 3,894 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $30,526 | 1,180 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||