JP Morgan Chase
FCVT icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 11% in Q1 2026, selling an estimated $81.1K and leaving 13,970 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #4889.

JP Morgan Chase first reported a position in FCVT in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.12M in Q4 2016. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

  • JP Morgan Chase held 13,970 shares of First Trust SSI Strategic Convertible Securities ETF worth $600K as of Q1 2026.
  • JP Morgan Chase sold 1,787 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2026, an estimated $81.1K.
  • First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4889 holding.
  • JP Morgan Chase first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2016 and has held it in 22 quarters since.
  • JP Morgan Chase's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.12M in Q4 2016.
  • 63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

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