JP Morgan Chase’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.4K Hold
700
﹤0.01% 6064
2025
Q4
$62.4K Hold
700
﹤0.01% 6126
2025
Q3
$61.1K Hold
700
﹤0.01% 6153
2025
Q2
$56.9K Sell
700
-403
-37% -$31.2K ﹤0.01% 5871
2025
Q1
$87.7K Buy
1,103
+869
+371% +$71.5K ﹤0.01% 5637
2024
Q4
$19.3K Hold
234
﹤0.01% 6256
2024
Q3
$19.8K Sell
234
-1
-0.4% -$82 ﹤0.01% 6237
2024
Q2
$18.6K Hold
235
﹤0.01% 6154
2024
Q1
$19.5K Hold
235
﹤0.01% 6234
2023
Q4
$18.4K Sell
235
-137
-37% -$9.76K ﹤0.01% 6266
2023
Q3
$26K Hold
372
﹤0.01% 6002
2023
Q2
$26.3K Hold
372
﹤0.01% 5858
2023
Q1
$25.9K Buy
+372
New +$27K ﹤0.01% 5919
2019
Q1
Sell
-285
Closed -$14K 5846
2018
Q4
$14K Hold
285
﹤0.01% 5381
2018
Q3
$16K Hold
285
﹤0.01% 5449
2018
Q2
$16K Sell
285
-293
-51% -$16.3K ﹤0.01% 5323
2018
Q1
$32K Hold
578
﹤0.01% 4958
2017
Q4
$33K Hold
578
﹤0.01% 5027
2017
Q3
$31K Hold
578
﹤0.01% 4562
2017
Q2
$30K Sell
578
-214
-27% -$11.1K ﹤0.01% 4452
2017
Q1
$41K Sell
792
-7,244
-90% -$373K ﹤0.01% 4578
2016
Q4
$407K Sell
8,036
-40,617
-83% -$1.94M ﹤0.01% 3876
2016
Q3
$2.22M Buy
48,653
+289
+0.6% +$13K ﹤0.01% 2737
2016
Q2
$2.06M Sell
48,364
-12,757
-21% -$546K ﹤0.01% 2788
2016
Q1
$2.63M Sell
61,121
-19,157
-24% -$753K ﹤0.01% 2559
2015
Q4
$3.27M Sell
80,278
-1,150
-1% -$48.8K ﹤0.01% 2475
2015
Q3
$3.31M Buy
81,428
+458
+0.6% +$19.9K ﹤0.01% 2489
2015
Q2
$3.76M Sell
80,970
-1,551
-2% -$74.8K ﹤0.01% 2567
2015
Q1
$3.93M Buy
82,521
+40,482
+96% +$1.91M ﹤0.01% 2503
2014
Q4
$1.99M Sell
42,039
-967
-2% -$44.4K ﹤0.01% 2967
2014
Q3
$1.94M Sell
43,006
-5,914
-12% -$277K ﹤0.01% 2944
2014
Q2
$2.33M Sell
48,920
-2,851
-6% -$131K ﹤0.01% 2448
2014
Q1
$2.36M Buy
51,771
+4,691
+10% +$207K ﹤0.01% 2467
2013
Q4
$2.09M Buy
47,080
+10,234
+28% +$437K ﹤0.01% 2725
2013
Q3
$1.49M Sell
36,846
-12,290
-25% -$490K ﹤0.01% 3000
2013
Q2
$1.86M Buy
+49,136
New +$1.84M ﹤0.01% 2841

Other funds holding FAB

JP Morgan Chase's FAB Position: Q1 2026 in Review

JP Morgan Chase held its First Trust Multi Cap Value AlphaDEX Fund (FAB) position steady in Q1 2026 at 700 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6064.

JP Morgan Chase first reported a position in FAB in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.93M in Q1 2015. 68 funds tracked by Wall St. Rank hold FAB as of Q1 2026.

  • JP Morgan Chase held 700 shares of First Trust Multi Cap Value AlphaDEX Fund worth $65.4K as of Q1 2026.
  • JP Morgan Chase left its First Trust Multi Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Multi Cap Value AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6064 holding.
  • JP Morgan Chase first reported a position in First Trust Multi Cap Value AlphaDEX Fund in Q2 2013 and has held it in 36 quarters since.
  • JP Morgan Chase's First Trust Multi Cap Value AlphaDEX Fund position peaked at $3.93M in Q1 2015.
  • 68 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.