JP Morgan Chase’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

JP Morgan Chase’s Portfolio FDM Stock Details FDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2K	Sell	110 -110	-50%	-$9.64K	﹤0.01%	6911
2026 Q1	$17.8K	Buy	+220	New	+$18.4K	﹤0.01%	6584
2025 Q4	–	Sell	-250	Closed	-$18.9K	–	7531
2025 Q3	$18.9K	Buy	+250	New	+$18.4K	﹤0.01%	6490
2024 Q4	–	Sell	-1	Closed	-$71	–	7482
2024 Q3	$71	Buy	+1	New	+$63	﹤0.01%	7052
2024 Q2	–	Sell	-24	Closed	-$1.51K	–	7476
2024 Q1	$1.51K	Hold	24	–	–	﹤0.01%	6609
2023 Q4	$1.47K	Hold	24	–	–	﹤0.01%	6774
2023 Q3	$1.31K	Hold	24	–	–	﹤0.01%	6610
2023 Q2	$1.35K	Hold	24	–	–	﹤0.01%	6414
2023 Q1	$1.29K	Hold	24	–	–	﹤0.01%	6475
2022 Q4	$1K	Buy	+24	New	+$1.34K	﹤0.01%	6403
2022 Q3	–	Sell	-15	Closed	-$1K	–	6564
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	6351
2022 Q1	$1K	Buy	+15	New	+$915	﹤0.01%	6468

Other funds holding FDM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UFAC

Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 50% in Q2 2026, selling an estimated $9.64K and leaving 110 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6911.

JP Morgan Chase first reported a position in FDM in Q1 2022 and has held it in 12 quarters since. The position peaked at $18.9K in Q3 2025. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

JP Morgan Chase held 110 shares of First Trust Dow Jones Select MicroCap Index Fund worth $10.2K as of Q2 2026.
JP Morgan Chase sold 110 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $9.64K.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6911 holding.
JP Morgan Chase first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and has held it in 12 quarters since.
JP Morgan Chase's First Trust Dow Jones Select MicroCap Index Fund position peaked at $18.9K in Q3 2025.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

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