JP Morgan Chase
FAD icon

JP Morgan Chase’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

JP Morgan Chase’s Portfolio FAD Stock Details FAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-39
Closed -$6.39K – 7529
2025
Q3 		$6.39K Buy
+39
New +$5.97K ﹤0.01% 6730
2025
Q2 		– Sell
-405
Closed -$52.5K – 7248
2025
Q1 		$52.5K Sell
405
-1
-0.2% -$139 ﹤0.01% 5863
2024
Q4 		$56.2K Hold
406
– – ﹤0.01% 5972
2024
Q3 		$54.4K Sell
406
-1
-0.2% -$127 ﹤0.01% 5963
2024
Q2 		$50.2K Sell
407
-1
-0.2% -$121 ﹤0.01% 5859
2024
Q1 		$50.9K Buy
408
+233
+133% +$27.2K ﹤0.01% 5935
2023
Q4 		$19.7K Buy
175
+1
+0.6% +$103 ﹤0.01% 6251
2023
Q3 		$17.5K Buy
174
+173
+17,300% +$18.1K ﹤0.01% 6100
2023
Q2 		$153 Sell
1
-343
-100% -$33.9K ﹤0.01% 6663
2023
Q1 		$33.6K Buy
344
+331
+2,546% +$32.4K ﹤0.01% 5841
2022
Q4 		$1K Buy
+13
New +$1.26K ﹤0.01% 6399
2015
Q1 		– Sell
-42,157
Closed -$2.06M – 4116
2014
Q4 		$2.06M Sell
42,157
-1,158
-3% -$54.2K ﹤0.01% 2945
2014
Q3 		$1.97M Sell
43,315
-6,680
-13% -$311K ﹤0.01% 2928
2014
Q2 		$2.35M Sell
49,995
-168
-0.3% -$7.58K ﹤0.01% 2442
2014
Q1 		$2.28M Buy
50,163
+2,633
+6% +$118K ﹤0.01% 2491
2013
Q4 		$2.15M Buy
47,530
+11,011
+30% +$472K ﹤0.01% 2707
2013
Q3 		$1.5M Sell
36,519
-13,087
-26% -$519K ﹤0.01% 2991
2013
Q2 		$1.87M Buy
+49,606
New +$1.85M ﹤0.01% 2833

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

JP Morgan Chase's FAD Position: Q4 2025 in Review

JP Morgan Chase sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q4 2025, closing a stake of 39 shares — an estimated $6.39K sold.

JP Morgan Chase first reported a position in FAD in Q2 2013 and held it in 18 quarters. The position peaked at $2.35M in Q2 2014. 94 funds tracked by Wall St. Rank hold FAD as of Q4 2025.

  • JP Morgan Chase reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 39 First Trust Multi Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $6.39K.
  • JP Morgan Chase first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2013 and held it in 18 quarters.
  • JP Morgan Chase's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $2.35M in Q2 2014.
  • 94 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.