JP Morgan Chase
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JP Morgan Chase’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

JP Morgan Chase’s Portfolio FCVT Stock Details FCVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$618K Sell
11,623
-2,347
-17% -$119K ﹤0.01% 4958
2026
Q1 		$600K Sell
13,970
-1,787
-11% -$81.1K ﹤0.01% 4889
2025
Q4 		$678K Buy
15,757
+2,883
+22% +$125K ﹤0.01% 4854
2025
Q3 		$551K Sell
12,874
-89
-0.7% -$3.59K ﹤0.01% 4963
2025
Q2 		$503K Buy
12,963
+2,487
+24% +$89.7K ﹤0.01% 4782
2025
Q1 		$366K Buy
10,476
+4,437
+73% +$163K ﹤0.01% 4960
2024
Q4 		$222K Sell
6,039
-792
-12% -$29.3K ﹤0.01% 5426
2024
Q3 		$244K Sell
6,831
-223
-3% -$7.67K ﹤0.01% 5317
2024
Q2 		$239K Buy
7,054
+6,038
+594% +$203K ﹤0.01% 5080
2024
Q1 		$34.6K Buy
1,016
+243
+31% +$8.05K ﹤0.01% 6071
2023
Q4 		$25.8K Buy
+773
New +$24.1K ﹤0.01% 6191
2019
Q4 		– Sell
-1,959
Closed -$61K – 5686
2019
Q3 		$61K Hold
1,959
– – ﹤0.01% 5086
2019
Q2 		$61K Hold
1,959
– – ﹤0.01% 5096
2019
Q1 		$60K Hold
1,959
– – ﹤0.01% 5065
2018
Q4 		$54K Hold
1,959
– – ﹤0.01% 5050
2018
Q3 		$60K Hold
1,959
– – ﹤0.01% 5135
2018
Q2 		$58K Sell
1,959
-1,209
-38% -$36K ﹤0.01% 5026
2018
Q1 		$93K Hold
3,168
– – ﹤0.01% 4610
2017
Q4 		$91K Hold
3,168
– – ﹤0.01% 4695
2017
Q3 		$90K Hold
3,168
– – ﹤0.01% 4329
2017
Q2 		$88K Sell
3,168
-1,657
-34% -$45.4K ﹤0.01% 4212
2017
Q1 		$130K Sell
4,825
-38,292
-89% -$1.02M ﹤0.01% 4228
2016
Q4 		$1.12M Buy
+43,117
New +$1.11M ﹤0.01% 3381

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase's FCVT Position: Q2 2026 in Review

JP Morgan Chase reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 17% in Q2 2026, selling an estimated $119K and leaving 11,623 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #4958.

JP Morgan Chase first reported a position in FCVT in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2016. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • JP Morgan Chase held 11,623 shares of First Trust SSI Strategic Convertible Securities ETF worth $618K as of Q2 2026.
  • JP Morgan Chase sold 2,347 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $119K.
  • First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4958 holding.
  • JP Morgan Chase first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2016 and has held it in 23 quarters since.
  • JP Morgan Chase's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.12M in Q4 2016.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.