JP Morgan Chase
FBZ

JP Morgan Chase’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

JP Morgan Chase’s Portfolio FBZ Stock Details FBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,337
Closed -$64.8K – 7473
2024
Q1 		$64.8K Buy
+5,337
New +$63.6K ﹤0.01% 5842
2023
Q3 		– Sell
-13
Closed -$143 – 7537
2023
Q2 		$143 Sell
13
-225
-95% -$2.34K ﹤0.01% 6671
2023
Q1 		$2K Buy
+238
New +$2.5K ﹤0.01% 6416
2019
Q1 		– Sell
-300,000
Closed -$3.97M – 5848
2018
Q4 		$3.97M Buy
+300,000
New +$3.97M ﹤0.01% 2759

Other funds holding FBZ

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's FBZ Position: Q2 2024 in Review

JP Morgan Chase sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q2 2024, closing a stake of 5,337 shares — an estimated $64.8K sold.

JP Morgan Chase first reported a position in FBZ in Q4 2018 and held it in 4 quarters. The position peaked at $3.97M in Q4 2018. 13 funds tracked by Wall St. Rank hold FBZ as of Q2 2024.

  • JP Morgan Chase reported no remaining First Trust Brazil AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 5,337 First Trust Brazil AlphaDEX Fund shares in Q2 2024, an estimated $64.8K.
  • JP Morgan Chase first reported a position in First Trust Brazil AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
  • JP Morgan Chase's First Trust Brazil AlphaDEX Fund position peaked at $3.97M in Q4 2018.
  • 13 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.