JP Morgan Chase’s First Trust Exchange-Traded Fund III First Trust Active Factor International ETF AFDM Stock Holding History

JP Morgan Chase’s Portfolio AFDM Stock Details AFDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-66	Closed	-$4.39K	–	7547
2025 Q1	$4.39K	Sell	66 -367	-85%	-$23.9K	﹤0.01%	6446
2024 Q4	$26.6K	Sell	433 -65	-13%	-$4.17K	﹤0.01%	6185
2024 Q3	$33.5K	Hold	498	–	–	﹤0.01%	6111
2024 Q2	$31.7K	Sell	498 -28	-5%	-$1.8K	﹤0.01%	6023
2024 Q1	$33.8K	Buy	526 +216	+70%	+$13.4K	﹤0.01%	6077
2023 Q4	$19K	Hold	310	–	–	﹤0.01%	6262
2023 Q3	$17.2K	Buy	+310	New	+$17.7K	﹤0.01%	6106
2022 Q3	–	Sell	-3,318	Closed	-$178K	–	6790
2022 Q2	$178K	Buy	3,318 +3,245	+4,445%	+$194K	﹤0.01%	5138
2022 Q1	$5K	Buy	+73	New	+$4.88K	﹤0.01%	6325
2021 Q3	–	Sell	-1,976	Closed	-$140K	–	6732
2021 Q2	$140K	Buy	+1,976	New	+$138K	﹤0.01%	5414

Other funds holding AFDM

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

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's AFDM Position: Q2 2025 in Review

JP Morgan Chase sold out of First Trust Exchange-Traded Fund III First Trust Active Factor International ETF (AFDM) in Q2 2025, closing a stake of 66 shares — an estimated $4.39K sold.

JP Morgan Chase first reported a position in AFDM in Q2 2021 and held it in 10 quarters. The position peaked at $178K in Q2 2022. 40 funds tracked by Wall St. Rank hold AFDM as of Q2 2025.

JP Morgan Chase reported no remaining First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position as of Q2 2025 after selling out during the quarter.
JP Morgan Chase sold 66 First Trust Exchange-Traded Fund III First Trust Active Factor International ETF shares in Q2 2025, an estimated $4.39K.
JP Morgan Chase first reported a position in First Trust Exchange-Traded Fund III First Trust Active Factor International ETF in Q2 2021 and held it in 10 quarters.
JP Morgan Chase's First Trust Exchange-Traded Fund III First Trust Active Factor International ETF position peaked at $178K in Q2 2022.
40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund III First Trust Active Factor International ETF as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.